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SPDR Barclays Capital Convertible SecETF shares owned by Strategic Financial Partners

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

Historical chart of Strategic Financial Partners 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 Strategic Financial Partners 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 Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $500k 6.9k 72.07
2024-03-31 $467k 6.4k 73.05
2023-12-31 $430k 6.0k 72.16
2023-03-31 $1.0M 15k 67.07
2021-09-30 $261k 3.1k 85.49
2021-06-30 $265k 3.1k 86.86
2021-03-31 $267k 3.2k 83.39
2020-12-31 $265k 3.2k 82.79
2020-03-31 $275k 5.7k 47.86
2019-12-31 $297k 5.3k 55.52

More positions owned by Strategic Financial Partners

Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Select Sector Spdr Tr Technology (XLK)

View all positions for Strategic Financial Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Wright Fund Managment
Envestnet Asset Management
Bank Of Montreal
UBS Group

View all funds holding SPDR Barclays Capital Convertible SecETF