Oakmont Advisory Group »

SPDR Barclays Capital Convertible SecETF shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory Group 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 Oakmont Advisory Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 16k 91.52
2025-12-31 $1.2M 14k 89.20

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bessemer
Northwestern Mutual Wealth Management Company
Delta Capital Management
Assetmark
Ameriprise Financial
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Raymond James Financial
Goodman Advisory Group
UBS Group
Jane Street

View all funds holding SPDR Barclays Capital Convertible SecETF