SPDR Barclays Capital Convertible SecETF shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $225k | 3.1k | 73.03 |
| 2023-12-31 | $215k | 3.0k | 72.16 |
| 2023-09-30 | $218k | 3.2k | 67.80 |
| 2023-06-30 | $248k | 3.5k | 69.96 |
| 2023-03-31 | $243k | 3.6k | 67.07 |
| 2022-12-31 | $338k | 5.3k | 64.34 |
| 2022-09-30 | $343k | 5.4k | 63.34 |
| 2022-06-30 | $362k | 5.6k | 64.56 |
| 2022-03-31 | $448k | 5.8k | 76.99 |
| 2021-12-31 | $584k | 7.0k | 82.92 |
| 2021-09-30 | $595k | 7.0k | 85.38 |
| 2021-06-30 | $591k | 6.8k | 86.77 |
| 2021-03-31 | $542k | 6.5k | 83.33 |
| 2020-12-31 | $533k | 6.4k | 82.74 |
| 2020-09-30 | $405k | 5.9k | 68.94 |
| 2020-06-30 | $373k | 6.2k | 60.50 |
| 2020-03-31 | $286k | 6.0k | 47.94 |
| 2019-12-31 | $354k | 6.4k | 55.45 |
| 2019-09-30 | $219k | 4.2k | 52.44 |
| 2019-06-30 | $120k | 2.3k | 53.10 |
| 2019-03-31 | $39k | 748 | 52.14 |
| 2018-12-31 | $35k | 748 | 46.79 |
| 2018-09-30 | $40k | 748 | 53.48 |
| 2018-06-30 | $24k | 451 | 53.22 |
| 2018-03-31 | $23k | 450 | 51.11 |
| 2017-12-31 | $13k | 250 | 52.00 |
| 2017-09-30 | $15k | 300 | 50.00 |
| 2017-06-30 | $15k | 300 | 50.00 |
| 2017-03-31 | $14k | 300 | 46.67 |
| 2016-12-31 | $14k | 300 | 46.67 |
More positions owned by Patriot Financial Group Insurance Agency
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