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SPDR Barclays Capital Convertible SecETF shares owned by RPg Family Wealth Advisory

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

Historical chart of RPg Family Wealth 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 RPg Family Wealth 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 RPg Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $93k 1.2k 76.59
2024-06-30 $2.7M 38k 72.06
2024-03-31 $2.8M 38k 73.04
2023-12-31 $2.7M 37k 72.15
2023-09-30 $2.6M 39k 67.80
2023-06-30 $2.5M 36k 69.95
2023-03-31 $2.5M 37k 67.07
2022-12-31 $2.3M 35k 64.34
2022-09-30 $2.4M 35k 68.01
2022-06-30 $2.2M 34k 64.57
2022-03-31 $2.5M 33k 76.95
2021-12-31 $2.5M 30k 82.96
2021-09-30 $2.5M 29k 85.35
2021-06-30 $2.3M 26k 86.73
2020-12-31 $2.7M 32k 82.79
2020-09-30 $2.2M 32k 68.89
2020-06-30 $1.9M 31k 60.50
2020-03-31 $2.0M 42k 47.86
2019-12-31 $1.8M 32k 55.50
2019-09-30 $786k 15k 52.45
2019-06-30 $790k 15k 52.87
2019-03-31 $772k 15k 52.25
2018-12-31 $81k 1.7k 46.79
2018-09-30 $3.0M 56k 53.94
2018-06-30 $47k 890 53.02
2018-03-31 $85k 1.6k 51.66
2017-12-31 $82k 1.6k 50.60
2017-09-30 $67k 1.3k 51.07
2017-06-30 $69k 1.4k 49.62
2017-03-31 $57k 1.2k 48.10
2016-12-31 $40k 879 45.65
2016-09-30 $1.3M 27k 46.36
2016-06-30 $3.1M 71k 43.69
2016-03-31 $1.5M 36k 43.20
2015-12-31 $1.5M 35k 43.28

More positions owned by RPg Family Wealth Advisory

Intel Common Stock (INTC)
Howmet Aerospace Common Stock (HWM)
General Electric Common Stock (GE)
Uber Technologies Common Stock (UBER)
Bitwise Bitcoin ETF TR SHS Ben Int Common Stock (BITB)
Facebook Inc-Class A Common Stock (META)
Nvidia Corp Common Stock (NVDA)
Ibm Common Stock (IBM)
Microsoft Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Chase Common Stock (JPM)
O'Reilly Automotive Common Stock (ORLY)
Bank of New York Mellon Corp/The Common Stock (BK)
Visa Inc Com CL A Common Stock (V)
Northern LTS FD TR Toews Agility SHS Managed Risk ETF Common Stock (MRSK)

View all positions for RPg Family Wealth Advisory

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
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
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF