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SPDR Barclays Capital Convertible SecETF shares owned by Robertson Stephens Wealth Management

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

Historical chart of Robertson Stephens Wealth Management investment in SPDR Barclays Capital Convertible SecETF

201920202021202220232024202502M4M020k40k60k
Value ($)Share countHistorical CWB position of Robertson Stephens Wealth … Source: stockzoa.comValue ($)Share count

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All positions including SPDR Barclays Capital Convertible SecETF held by Robertson Stephens Wealth 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 Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $5.3M 69k 77.89
2022-12-31 $244k 3.8k 64.34
2022-09-30 $293k 4.6k 63.16
2022-06-30 $453k 7.0k 64.54
2019-12-31 $1.1M 20k 55.46
2019-09-30 $1.7M 33k 52.45
2019-06-30 $1.2M 23k 52.91
2019-03-31 $1.2M 23k 52.23
2018-12-31 $946k 20k 46.81