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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
2024-03-31 $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 $762k 9.2k 82.93
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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Ishares Trust Intl Qlty Factor Etf Msci Intl Qualty (IQLT)
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First Trst Nasdaq Rsng Risng Divd Achiv (RDVY)
Wisdomtree Us Quality Growth Etf Us Quality Grow (QGRW)
American Century Investments I Ntl Eqt Etf Intl Eqt Etf (AVDE)
First Trust Exch Traded Fund 2 Tech Alphadex Etf Tech Alphadex (FXL)
Avantis Us Small Cap Value Etf Us Sml Cp Valu (AVUV)
Dimensional Emerging Core Equity Mkt ETF Emgr Cre Eqt Mng (DFAE)
Ishares Etf Msci Usa Qlt Fct (QUAL)
Spdr Series Trust Portfolio Tl Stk Etf Portfoli S&p1500 (SPTM)

View all positions for RVW Wealth

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
UBS Group
Wright Fund Managment
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF