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MAI Wealth Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors 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 MAI Wealth Advisors 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 MAI Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$1.9M	21k	90.50
2025-06-30	$1.6M	20k	82.66
2025-03-31	$1.5M	20k	76.62
2024-12-31	$1.5M	20k	77.89

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View all positions for MAI Wealth Advisors

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

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