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SPDR Barclays Capital Convertible SecETF shares owned by Principle Wealth Partners

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

Historical chart of Principle Wealth Partners 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 Principle Wealth Partners 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 Principle Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $259k 3.6k 72.06
2024-03-31 $262k 3.6k 73.04
2023-12-31 $259k 3.6k 72.15
2023-09-30 $243k 3.6k 67.80
2023-06-30 $289k 4.1k 69.95
2023-03-31 $277k 4.1k 67.07
2022-12-31 $266k 4.1k 64.34

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Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
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NVIDIA Corporation (NVDA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
McDonald's Corporation (MCD)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Principle Wealth Partners

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