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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

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

Quarter filed Position value Share count Share price at filing
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

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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First Tr Value Line Divid In SHS (FVD)
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Victory Portfolios Ii Vcshs Us 500 Vol (CFA)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Silver Oak Securities

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