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SPDR Barclays Capital Convertible SecETF shares owned by Potomac Fund Management

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

Historical chart of Potomac Fund Management 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 Potomac Fund Management 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 Potomac Fund Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $43M 470k 90.50
2024-12-31 $16M 199k 77.89

More positions owned by Potomac Fund Management

iShares 0-3 Month Treasury Bond ETF 0-3 Mnth Treasry (SGOV)
Bondbloxx Bloomberg Six Month Target Duration US Treasury ETF Bloomberg Six Mn (XHLF)
Direxion Daily S&P 500 3X Bull Shares ETF Drx S&p500bull (SPXL)
ProShares UltraPro S&P 500 Ultrpro S&p500 (UPRO)
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)
BondBloxx CCC Rated USD High Yield Corporate Bond ETF Ccc Rt Usd Hi Yl (XCCC)
SPDR Bloomberg Convertible Securities ETF Bbg Conv Sec Etf (CWB)
BondBloxx BB Rated USD High Yield Corporate Bond ETF Bb Rt Usd Hi Yld (XBB)
IMGP DBI Managed Futures Strategy ETF Imgp Dbi Managed (DBMF)
iShares iBoxx High Yield Corporate Bond ETF Iboxx Hi Yd Etf (HYG)
iShares U.S. Fallen Angels USD Bond ETF Faln Angls Usd (FALN)
Vanguard Total Stock Market ETF Total Stk Mkt (VTI)
WisdomTree U.S. Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
SPDR Bloomberg Barclays High Yield Bond ETF Bloomberg High Y (JNK)
WisdomTree Japan Hedged Equity Fund Japn Hedge Eqt (DXJ)

View all positions for Potomac Fund Management

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