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SPDR Barclays Capital Convertible SecETF shares owned by McCarthy Asset Management

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

Historical chart of McCarthy 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 McCarthy 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 McCarthy Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 2.6k 76.60
2022-06-30 $234k 3.6k 64.64
2022-03-31 $278k 3.6k 76.94
2021-12-31 $312k 3.8k 82.96
2021-09-30 $319k 3.7k 85.29
2021-06-30 $324k 3.7k 86.77
2021-03-31 $315k 3.8k 83.38
2020-12-31 $312k 3.8k 82.65

More positions owned by McCarthy Asset Management

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio Short (SPSB)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
T Rowe Price Etf Cap Appreciation (TCAF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Alphabet Cap Stk Cl A (GOOGL)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Etf (IWB)

View all positions for McCarthy Asset Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF