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SPDR Barclays Capital Convertible SecETF shares owned by Oakmont Partners

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

Historical chart of Oakmont Partners 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 Partners 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 Oakmont Partners

Quarter filed Position value Share count Share price at filing
2024-12-31 $498k 6.4k 77.89
2024-09-30 $494k 6.4k 76.59
2024-06-30 $19M 268k 72.06
2024-03-31 $21M 289k 73.04
2023-12-31 $22M 307k 72.15
2023-09-30 $21M 316k 67.80
2023-06-30 $22M 320k 69.95
2023-03-31 $684k 10k 67.07
2022-12-31 $723k 11k 64.34
2022-09-30 $718k 11k 63.34

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View all positions for Oakmont Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Bank of America Corporation
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
Assetmark
LPL Financial
Bessemer
Wells Fargo & Company
Delta Capital Management
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Allianz Asset Management

View all funds holding SPDR Barclays Capital Convertible SecETF