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SPDR Barclays Capital Convertible SecETF shares owned by Moneywise

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

Historical chart of Moneywise 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 Moneywise 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 Moneywise

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.2M 18k 67.80
2023-06-30 $2.2M 32k 69.95
2023-03-31 $3.1M 46k 67.07
2022-12-31 $2.8M 44k 64.34
2022-09-30 $4.6M 73k 63.31
2022-06-30 $4.3M 67k 64.56
2022-03-31 $5.4M 70k 76.95
2021-12-31 $3.7M 44k 82.96
2021-09-30 $414k 4.9k 85.33

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View all positions for Moneywise

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
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
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF