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SPDR Barclays Capital Convertible SecETF shares owned by Strait & Sound Wealth Management

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

Historical chart of Strait & Sound Wealth Management 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 Strait & Sound Wealth Management 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 Strait & Sound Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $247k 3.5k 70.67
2023-09-30 $237k 3.5k 67.80
2023-06-30 $245k 3.5k 69.95
2023-03-31 $235k 3.5k 67.07
2022-12-31 $236k 3.5k 67.28

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RBB Us Treas 3 Mnth (TBIL)
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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)

View all positions for Strait & Sound Wealth Management

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