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SPDR Barclays Capital Convertible SecETF shares owned by Pineridge Advisors

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

Historical chart of Pineridge 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 Pineridge 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 Pineridge Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $28k 309 90.50
2025-06-30 $26k 309 82.66
2025-03-31 $24k 309 76.62
2024-12-31 $24k 309 77.89
2024-09-30 $24k 309 76.59
2024-06-30 $22k 309 72.06
2024-03-31 $23k 309 73.04
2023-12-31 $54k 752 72.11

More positions owned by Pineridge Advisors

Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Bondbloxx Etf Trust Bloomberg Fve Yr (XFIV)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Bondbloxx Etf Trust Bloomberg Seven (XSVN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ibonds 28 Trm Ts (IBTI)
Spdr Series Trust Portfolio Short (SPSB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
Bondbloxx Etf Trust Ir M Taxaware (TAXX)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Pineridge Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF