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SPDR Barclays Capital Convertible SecETF shares owned by Shine Investment Advisory Services

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

Historical chart of Shine Investment 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 Shine Investment 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 Shine Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2020-09-30 $2.2M 31k 68.88
2020-06-30 $1.9M 31k 60.49
2020-03-31 $1.7M 35k 47.86
2019-12-31 $2.2M 39k 55.50
2019-09-30 $2.1M 39k 52.45
2019-06-30 $2.2M 41k 52.86
2019-03-31 $2.2M 42k 52.24
2018-12-31 $2.0M 44k 46.79
2018-09-30 $2.4M 44k 53.95
2018-06-30 $11M 215k 53.02
2018-03-31 $12M 230k 51.66
2017-12-31 $11M 219k 50.60
2017-09-30 $11M 216k 51.07
2017-06-30 $11M 216k 49.62
2017-03-31 $11M 218k 48.10
2016-12-31 $9.6M 210k 45.65
2016-09-30 $9.4M 203k 46.36

More positions owned by Shine Investment Advisory Services

Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Eafe Min Vl (EFAV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Intl Sml Cp (ISCF)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)

View all positions for Shine Investment Advisory Services

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
Wright Fund Managment
UBS Group
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