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SPDR Barclays Capital Convertible SecETF shares owned by New England Private Wealth Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by New England Private Wealth Advisors from 13F filings

Historical chart of New England Private Wealth Advisors 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 New England Private Wealth Advisors 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 New England Private Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.3M 18k 72.15
2023-09-30 $1.2M 18k 67.80
2023-06-30 $1.2M 18k 69.96
2023-03-31 $1.2M 17k 67.07
2022-12-31 $1.1M 17k 64.33
2022-09-30 $1.0M 17k 63.30
2022-06-30 $1.3M 16k 76.97
2022-03-31 $1.3M 16k 76.97
2021-12-31 $1.4M 16k 83.01
2021-09-30 $1.3M 16k 85.39
2021-06-30 $1.2M 14k 86.74
2021-03-31 $5.5M 66k 83.36
2020-12-31 $3.4M 42k 82.79
2020-09-30 $4.0M 59k 68.90
2020-06-30 $3.7M 60k 60.65
2020-03-31 $2.9M 60k 47.86
2019-12-31 $3.3M 60k 55.52
2019-09-30 $3.1M 59k 52.46
2019-06-30 $3.1M 59k 52.88
2019-03-31 $3.0M 58k 52.25
2018-12-31 $3.4M 72k 46.80
2018-09-30 $3.7M 69k 53.93
2018-06-30 $3.7M 69k 53.03
2018-03-31 $3.5M 67k 51.66
2017-12-31 $2.8M 54k 50.60
2017-09-30 $2.2M 43k 51.08
2017-06-30 $2.1M 43k 49.64
2017-03-31 $2.0M 43k 48.04
2016-12-31 $1.9M 42k 45.66
2016-09-30 $1.9M 42k 46.36
2016-06-30 $1.7M 38k 43.85
2016-03-31 $1.6M 38k 43.21
2015-12-31 $1.6M 38k 43.29
2015-09-30 $1.7M 37k 44.73
2015-06-30 $1.8M 37k 47.59
2015-03-31 $1.8M 37k 47.66
2014-12-31 $1.7M 36k 46.89
2014-09-30 $1.8M 36k 49.66
2014-06-30 $1.8M 36k 50.49
2014-03-31 $1.1M 23k 48.38
2013-12-31 $1.0M 22k 46.72

More positions owned by New England Private Wealth Advisors

Vanguard Specialized Funds Div App Etf (VIG)
First Tr Value Line Divid In SHS (FVD)
Broadstone Net Lease (BNL)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Exponential Tech (XT)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard World Fds Health Car Etf (VHT)
First Tr Nas100 Eq Weighted SHS (QQEW)

View all positions for New England Private Wealth Advisors

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
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF