SPDR Barclays Capital Convertible SecETF shares owned by Modera Wealth Management
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Modera Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-06-30 | $8.8M | 122k | 72.06 |
2024-03-31 | $9.1M | 124k | 73.04 |
2023-12-31 | $8.7M | 121k | 72.15 |
2023-09-30 | $6.7M | 99k | 67.80 |
2023-06-30 | $7.0M | 100k | 69.95 |
2023-03-31 | $6.7M | 101k | 67.07 |
2022-12-31 | $7.6M | 118k | 64.34 |
2022-09-30 | $7.5M | 119k | 63.30 |
2022-06-30 | $7.8M | 121k | 64.56 |
2022-03-31 | $4.7M | 61k | 76.95 |
2021-12-31 | $5.9M | 71k | 82.96 |
2021-09-30 | $5.9M | 70k | 85.36 |
2021-06-30 | $5.5M | 64k | 86.73 |
2021-03-31 | $5.5M | 66k | 83.35 |
2020-12-31 | $5.8M | 70k | 82.80 |
2020-09-30 | $5.1M | 74k | 68.90 |
2020-06-30 | $4.9M | 81k | 60.50 |
2020-03-31 | $3.4M | 70k | 47.87 |
2019-12-31 | $1.8M | 32k | 55.50 |
2019-09-30 | $1.8M | 33k | 52.45 |
2019-06-30 | $1.7M | 32k | 52.88 |
2019-03-31 | $1.6M | 31k | 52.25 |
2018-12-31 | $12M | 255k | 46.79 |
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