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SPDR Barclays Capital Convertible SecETF shares owned by Pension & Wealth Management Advisors

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Pension & Wealth Management Advisors from 13F filings

Historical chart of Pension & Wealth Management 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 Pension & Wealth Management 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 Pension & Wealth Management Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 13k 107.83
2026-03-31 $1.2M 13k 91.52
2025-12-31 $1.2M 14k 89.20
2025-09-30 $1.8M 20k 90.50
2025-06-30 $1.7M 20k 82.66
2025-03-31 $1.5M 20k 76.62
2024-12-31 $1.1M 14k 77.89

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Schwab 1000 Index Etf Etf (SCHK)
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State Street Doubleline Total Return Tactical Etf Etf (TOTL)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Capital Group International Equity Etf Etf (CGIE)
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Wisdomtree Emerging Markets Smallcap Dividend Fund Etf (DGS)
Ishares Aaa Clo Active Etf Etf (CLOA)
Vaneck Ig Floating Rate Etf Etf (FLTR)
Apple Stock (AAPL)
Nvidia Corporation Stock (NVDA)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vanguard Dividend Appreciation Etf Etf (VIG)

View all positions for Pension & Wealth Management Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

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

View all funds holding SPDR Barclays Capital Convertible SecETF