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SPDR Barclays Capital Convertible SecETF shares owned by McAdam

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

Historical chart of McAdam 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 McAdam 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 McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 115k 90.50
2025-06-30 $9.2M 111k 82.66
2025-03-31 $8.2M 107k 76.62
2024-12-31 $8.5M 110k 77.89
2024-09-30 $8.3M 109k 76.59
2024-06-30 $9.1M 127k 72.06
2024-03-31 $8.9M 122k 73.04
2023-12-31 $8.0M 111k 72.15
2023-09-30 $7.0M 104k 67.80
2023-06-30 $7.1M 101k 69.95
2023-03-31 $6.1M 90k 67.07
2022-12-31 $10M 124k 82.96
2022-09-30 $6.1M 96k 63.30
2022-06-30 $6.4M 99k 64.56
2022-03-31 $9.8M 128k 76.95
2021-12-31 $10M 124k 82.96
2021-09-30 $10M 118k 85.35
2021-06-30 $9.9M 115k 86.09
2021-03-31 $8.8M 106k 83.35
2020-12-31 $9.2M 107k 85.79
2020-09-30 $7.4M 107k 68.89
2020-06-30 $6.3M 104k 60.50
2020-03-31 $4.8M 100k 47.86
2019-12-31 $5.4M 97k 55.50
2019-09-30 $4.9M 93k 52.45
2019-06-30 $4.5M 85k 52.87
2019-03-31 $4.1M 79k 52.25
2018-12-31 $3.5M 74k 46.79
2018-09-30 $3.9M 74k 53.41
2018-06-30 $3.8M 72k 53.01
2018-03-31 $3.4M 65k 51.66
2017-12-31 $2.8M 55k 51.06
2017-09-30 $2.8M 55k 51.06
2017-06-30 $2.7M 54k 49.63
2017-03-31 $2.5M 52k 48.10
2016-12-31 $2.5M 55k 45.65

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

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