SPDR Barclays Capital Convertible SecETF shares owned by Summit Financial
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Summit Financial
from 13F filings
Historical chart of Summit Financial investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $277k | 3.8k | 73.04 |
| 2023-12-31 | $260k | 3.6k | 72.15 |
| 2023-09-30 | $251k | 3.7k | 67.80 |
| 2023-06-30 | $266k | 3.8k | 69.95 |
| 2023-03-31 | $260k | 3.9k | 67.07 |
| 2022-12-31 | $250k | 3.9k | 64.43 |
| 2022-09-30 | $220k | 3.5k | 63.22 |
| 2022-06-30 | $225k | 3.5k | 64.66 |
| 2022-03-31 | $285k | 3.7k | 77.03 |
| 2021-12-31 | $390k | 4.7k | 82.98 |
| 2021-09-30 | $316k | 3.7k | 85.41 |
| 2021-06-30 | $321k | 3.7k | 86.76 |
| 2021-03-31 | $304k | 3.7k | 83.29 |
| 2020-12-31 | $332k | 4.0k | 82.81 |
| 2020-09-30 | $317k | 4.6k | 68.93 |
| 2020-06-30 | $275k | 4.5k | 60.59 |
| 2019-12-31 | $233k | 4.2k | 55.41 |
| 2019-09-30 | $696k | 13k | 52.47 |
| 2019-06-30 | $784k | 15k | 52.88 |
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