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SPDR Barclays Capital Convertible SecETF shares owned by Private Advisory

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

Historical chart of Private Advisory 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 Private Advisory 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 Private Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 23k 90.50
2025-06-30 $1.4M 18k 82.66
2025-03-31 $1.7M 23k 76.62
2024-12-31 $1.8M 23k 77.89
2019-06-30 $365k 6.9k 52.93
2018-03-31 $296k 5.7k 51.71
2017-12-31 $307k 6.1k 50.65
2017-09-30 $425k 8.3k 51.19
2017-06-30 $390k 7.9k 49.51

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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