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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
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 Schwab Fdt Us Lg (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for McAdam

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
UBS Group
H&H Retirement Design & Management
Wright Fund Managment
Royal Bank of Canada
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF