Silver Oak Securities »

SPDR Barclays Capital Convertible SecETF shares owned by Silver Oak Securities

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

Historical chart of Silver Oak Securities 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 Silver Oak Securities consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Silver Oak Securities

Quarter filed Position value Share count Share price at filing
2024-09-30 $908k 12k 76.59
2024-03-31 $1.2M 16k 73.04
2023-12-31 $1.1M 15k 72.15
2023-09-30 $712k 11k 67.80
2023-06-30 $1.7M 24k 69.96
2023-03-31 $2.0M 30k 67.06
2022-09-30 $712k 11k 67.80

More positions owned by Silver Oak Securities

First Tr Exchange-traded Cap Strength Etf (FTCS)
Victory Portfolios Ii Vcshs Us Eq Incm (CDC)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Lrge Cp Core Alpha Com Shs (FEX)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
First Tr Value Line Divid In SHS (FVD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Vcshs Us 500 Vol (CFA)

View all positions for Silver Oak Securities

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