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SPDR Barclays Capital Convertible SecETF shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in SPDR Barclays Capital Convertible SecETF

23:59:59.999Dec 30, 202423:59:59.999500:00:00Dec 31, 202400:00:00.000500:00:00.0014.881161M4.8811615M4.881162M4.8811625M4.881163M62.578k62.5785k62.579k62.5795k62.58k
Value ($)Share countHistorical CWB position of Synergy Financial Management Source: stockzoa.comValue ($)Share count

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Synergy Financial 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 Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $4.9M 63k 78.00