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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

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

Quarter filed Position value Share count Share price at filing
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

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Pacer Fds Tr Us Cash Cows 100 Etf Us Cash Cows 100 (COWZ)
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First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Ishares Trust Ibonds Dec25 Etf Ibonds Dec25 Etf (IBDQ)

View all positions for RVW Wealth

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