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SPDR Barclays Capital Convertible SecETF shares owned by River Wealth Advisors

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

Historical chart of River Wealth 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 River Wealth 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 River Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $17M 217k 76.59
2024-03-31 $16M 213k 73.04
2023-12-31 $15M 208k 72.15
2023-09-30 $14M 204k 67.80
2023-06-30 $14M 203k 69.95
2023-03-31 $14M 202k 67.07
2022-12-31 $13M 198k 64.34
2022-09-30 $12M 194k 63.30
2022-06-30 $13M 195k 64.56
2022-03-31 $15M 193k 76.95
2021-12-31 $16M 188k 82.96
2021-09-30 $16M 184k 85.35
2021-06-30 $16M 179k 86.73
2021-03-31 $15M 174k 83.35
2020-12-31 $14M 168k 82.79
2020-09-30 $11M 154k 68.89
2020-06-30 $8.4M 140k 60.50
2020-03-31 $6.5M 137k 47.86
2019-12-31 $7.4M 133k 55.50
2019-09-30 $6.6M 126k 52.45
2019-06-30 $6.0M 114k 52.87
2019-03-31 $5.6M 107k 52.25
2018-12-31 $4.9M 106k 46.79
2018-09-30 $5.7M 105k 53.94
2018-06-30 $5.2M 98k 53.02
2018-03-31 $4.8M 92k 51.66
2017-12-31 $4.6M 92k 50.60
2017-09-30 $4.4M 86k 51.07
2017-06-30 $3.7M 75k 49.63
2017-03-31 $3.3M 68k 48.10
2016-12-31 $2.8M 62k 45.65
2016-09-30 $2.6M 56k 46.36
2016-06-30 $2.1M 49k 43.84
2016-03-31 $1.6M 36k 43.21

More positions owned by River Wealth Advisors

Ishares Tr Russell 2000 Etf (IWM)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Alphabet Cap Stk Cl A (GOOGL)
Accenture Plc Ireland Shs Class A (ACN)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Visa Com Cl A (V)
D.R. Horton (DHI)

View all positions for River Wealth Advisors

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