RVW Wealth »

SPDR Barclays Capital Convertible SecETF shares owned by RVW Wealth

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

Historical chart of RVW Wealth 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 RVW Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by RVW Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $499k 5.5k 90.50
2025-06-30 $456k 5.5k 82.66
2025-03-31 $422k 5.5k 76.62
2024-12-31 $429k 5.5k 77.89
2024-09-30 $419k 5.5k 76.59
2024-06-30 $397k 5.5k 72.06
2024-03-31 $402k 5.5k 73.04
2023-12-31 $395k 5.5k 72.15
2023-09-30 $365k 5.4k 67.80
2023-06-30 $627k 9.0k 69.95
2023-03-31 $621k 9.3k 67.07
2022-12-31 $592k 9.2k 64.34
2022-09-30 $583k 9.2k 63.31
2022-06-30 $594k 9.2k 64.51
2022-03-31 $709k 9.2k 77.00
2021-12-31 $1.0M 9.2k 108.83
2021-09-30 $1000k 9.1k 109.40
2021-06-30 $1.0M 9.1k 109.60
2021-03-31 $1.0M 9.1k 109.60
2020-12-31 $1.0M 9.1k 109.60
2020-09-30 $627k 9.1k 68.94
2020-06-30 $550k 9.1k 60.51
2019-12-31 $1.3M 24k 55.48
2019-09-30 $663k 13k 52.44
2019-06-30 $668k 13k 52.84
2019-03-31 $661k 13k 52.28

More positions owned by RVW Wealth

Dimensional Us Core Equity Markt Etf Us Core Eqt Mkt (DFAU)
American Century Investments U S Eqt Etf Us Eqt Etf (AVUS)
Wisdomtree US Divid Etf Us Qtly Div Grt (DGRW)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
Jp Morgan Etf Trust Us Qualty Fctr Etf Us Qualty Fctr (JQUA)
Dimensional International Cr Eq Mkt ETF Intl Core Eqt Mk (DFAI)
Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
VictoryShares Free Cash Flow ETF Shares Free Cash (VFLO)
Apple (AAPL)
Invesco Exchange Traded Fund T S&p 500 Momntm Etf S&p 500 Momntm (SPMO)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Trust Ibonds Dec2026 E Tf Ibonds Dec2026 (IBDR)
iShares MSCI USA Quality Factor ETF Msci Usa Qlt Fct (QUAL)
iShares iBonds Dec 2027 Term Corp ETF Ibonds 27 Etf (IBDS)

View all positions for RVW Wealth

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