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SPDR Barclays Capital Convertible SecETF shares owned by Petix & Botte

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

Historical chart of Petix & Botte 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 Petix & Botte 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 Petix & Botte

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.7M 135k 72.15
2023-09-30 $9.2M 136k 67.80
2023-06-30 $9.1M 130k 69.95
2023-03-31 $4.3M 64k 67.07
2022-09-30 $3.9M 61k 63.29
2022-06-30 $3.9M 61k 64.57
2022-03-31 $9.4M 123k 76.95
2021-12-31 $5.0M 60k 82.96
2021-09-30 $10M 118k 85.34
2021-06-30 $5.0M 58k 86.72
2021-03-31 $4.9M 117k 41.72
2020-12-31 $5.1M 61k 82.78
2020-09-30 $4.4M 63k 69.00
2020-06-30 $3.8M 127k 30.20
2020-03-31 $3.0M 63k 47.86
2019-12-31 $3.3M 59k 55.49

More positions owned by Petix & Botte

Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Value Line Divid In SHS (FVD)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)
First Tr Exchange-traded First Tr Enh New (FTSM)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Vanguard Index Fds Growth Etf (VUG)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Vanguard Index Fds Total Stk Mkt (VTI)
Costco Wholesale Corporation (COST)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Petix & Botte

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
UBS Group
Wright Fund Managment
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF