SPDR Barclays Capital Convertible SecETF shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial 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 Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $994k | 14k | 72.15 |
| 2023-09-30 | $897k | 13k | 67.80 |
| 2023-06-30 | $949k | 14k | 69.95 |
| 2023-03-31 | $895k | 13k | 67.07 |
| 2022-12-31 | $867k | 14k | 64.34 |
| 2022-09-30 | $863k | 14k | 63.32 |
| 2022-06-30 | $904k | 13k | 69.12 |
| 2022-03-31 | $1.2M | 15k | 76.94 |
| 2021-12-31 | $1.3M | 17k | 78.10 |
| 2021-09-30 | $1.8M | 21k | 85.35 |
| 2021-06-30 | $1.9M | 22k | 86.75 |
| 2021-03-31 | $1.8M | 23k | 79.90 |
| 2020-12-31 | $2.2M | 23k | 92.19 |
| 2020-09-30 | $1.3M | 18k | 68.91 |
| 2020-06-30 | $1.2M | 18k | 65.91 |
| 2020-03-31 | $869k | 18k | 47.88 |
| 2019-12-31 | $1.0M | 19k | 55.47 |
| 2019-09-30 | $937k | 18k | 52.44 |
| 2019-06-30 | $934k | 18k | 52.89 |
| 2019-03-31 | $967k | 19k | 52.26 |
| 2018-12-31 | $977k | 19k | 51.38 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group
Top funds holding SPDR Barclays Capital Convertible SecETF
View all funds holding SPDR Barclays Capital Convertible SecETF