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SPDR Barclays Capital Convertible SecETF shares owned by Sanford Advisory Services

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

Historical chart of Sanford Advisory Services 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 Sanford Advisory Services 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 Sanford Advisory Services

Quarter filed Position value Share count Share price at filing
2022-12-31 $1.1M 16k 64.34
2022-09-30 $1.0M 16k 63.32
2022-06-30 $829k 13k 64.54
2022-03-31 $1.0M 13k 76.95
2021-12-31 $944k 11k 83.00
2021-09-30 $1.0M 12k 85.39
2021-06-30 $999k 12k 86.78
2021-03-31 $959k 12k 83.32
2020-12-31 $953k 12k 82.81

More positions owned by Sanford Advisory Services

Ishares Tr Msci Usa Min Vol Msci Usa Min Vol (USMV)
Goldman Sachs Activebeta U.s. Large Cap Equity Etf Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Stryker Corporation (SYK)
Ishares Tr Core Div Grwth Core Div Grwth (DGRO)
Apple (AAPL)
Ishares Trust Msci Usa Small Cap Msci Usa Sml Cp (SMLF)
Ishares Tr Select Divid Etf Select Divid Etf (DVY)
Invesco S&p Midcap Low Volatility Etf S&p Midcp Low (XMLV)
Vanguard Short-term Bond Etf Short Trm Bond (BSV)
Ishares Incorporated Msci Gbl Min Vol Msci Gbl Min Vol (ACWV)
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)
Schwab U.s. Large-cap Etf Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et Core Us Aggbd Etf (AGG)

View all positions for Sanford Advisory Services

Top funds holding SPDR Barclays Capital Convertible SecETF

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

View all funds holding SPDR Barclays Capital Convertible SecETF