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SPDR Barclays Capital Convertible SecETF shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management investment in SPDR Barclays Capital Convertible SecETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $11M 126k 90.50
2025-06-30 $9.5M 115k 82.66
2025-03-31 $7.9M 103k 76.62
2024-12-31 $7.9M 101k 77.89
2023-09-30 $8.7M 129k 67.80
2023-06-30 $9.3M 132k 69.95

More positions owned by Lifestyle Asset Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg Intl (IBND)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Exxon Mobil Corporation (XOM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF