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SPDR Barclays Capital Convertible SecETF shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $959k 11k 90.50
2025-06-30 $881k 11k 82.66
2025-03-31 $822k 11k 76.62
2024-12-31 $849k 11k 77.89
2024-09-30 $813k 11k 76.59
2024-06-30 $1.2M 16k 72.06
2024-03-31 $1.4M 19k 73.04
2023-12-31 $436k 6.0k 72.16
2023-09-30 $1.6M 24k 67.80
2023-06-30 $1.7M 24k 69.95
2023-03-31 $1.7M 25k 67.07
2022-12-31 $1.4M 22k 64.34
2022-09-30 $1.2M 19k 63.29
2022-06-30 $705k 11k 64.58
2022-03-31 $882k 12k 76.98
2021-12-31 $1.5M 18k 82.98
2021-09-30 $1.5M 18k 85.38
2021-06-30 $878k 10k 86.69
2021-03-31 $1.1M 13k 83.36
2020-12-31 $1.0M 12k 82.79
2020-09-30 $957k 14k 68.90
2020-06-30 $758k 13k 60.49
2020-03-31 $602k 13k 47.88
2019-12-31 $1.6M 28k 55.51
2019-09-30 $640k 12k 52.49
2019-06-30 $701k 13k 52.84
2019-03-31 $1.4M 27k 52.26
2018-12-31 $819k 18k 46.82
2018-09-30 $975k 18k 53.97
2018-06-30 $2.8M 53k 53.03
2018-03-31 $909k 18k 51.67
2017-12-31 $688k 14k 50.61
2017-09-30 $882k 17k 51.05
2017-06-30 $693k 14k 49.62
2017-03-31 $693k 14k 48.08
2016-12-31 $1.3M 28k 45.65
2016-09-30 $297k 6.4k 46.41
2016-06-30 $243k 5.5k 43.79
2016-03-31 $212k 4.9k 43.23
2015-12-31 $891k 21k 43.30
2015-09-30 $340k 7.6k 44.76
2015-06-30 $486k 10k 47.56

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View all positions for Sigma Planning

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
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
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF