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SPDR Barclays Capital Convertible SecETF shares owned by Portside Wealth Group

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

Historical chart of Portside Wealth 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 Portside Wealth Group 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 Portside Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $633k 8.3k 76.59
2023-09-30 $1.9M 28k 67.81
2023-06-30 $2.0M 29k 69.95

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Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
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Visa Com Cl A (V)
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Oracle Corporation (ORCL)
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View all positions for Portside Wealth Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF