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SPDR Barclays Capital Convertible SecETF shares owned by MGB Wealth Management

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

Historical chart of MGB Wealth 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 MGB Wealth 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 MGB Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $17k 219 76.59
2024-06-30 $16k 219 73.55
2024-03-31 $16k 219 73.04
2023-12-31 $16k 219 72.15

More positions owned by MGB Wealth Management

Applovin Corp Com Cl A (APP)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Spdr Ser Tr S&p Semicndctr (XSD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Broadcom (AVGO)
Marathon Petroleum Corp (MPC)
Vanguard Index Fds Growth Etf (VUG)
Oneok (OKE)
Canadian Natural Resources (CNQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Eaton Corp SHS (ETN)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)

View all positions for MGB Wealth 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