Simplicity Wealth »

SPDR Barclays Capital Convertible SecETF shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 16k 76.59
2024-06-30 $1.1M 16k 72.06
2024-03-31 $727k 10k 73.04
2023-12-31 $279k 3.9k 72.15
2023-09-30 $212k 3.1k 67.79
2022-06-30 $997k 15k 64.57
2022-03-31 $1.7M 23k 76.96
2021-12-31 $1.8M 22k 82.97