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SPDR Barclays Capital Convertible SecETF shares owned by Syntax Research

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

Historical chart of Syntax Research 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 Syntax Research 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 Syntax Research

Quarter filed Position value Share count Share price at filing
2025-09-30 $11k 122 90.50
2025-06-30 $10k 122 82.66
2025-03-31 $18k 231 76.62
2024-12-31 $42k 537 77.89
2024-09-30 $41k 537 76.59
2024-06-30 $39k 537 72.06
2024-03-31 $45k 622 73.04
2023-12-31 $45k 622 72.15

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View all positions for Syntax Research

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF