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SPDR Barclays Capital Convertible SecETF shares owned by Syntegra Private Wealth Group

Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Syntegra Private Wealth Group from 13F filings

Historical chart of Syntegra Private Wealth Group 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 Syntegra Private Wealth Group 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 Syntegra Private Wealth Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $1.6M 24k 67.80
2023-06-30 $14M 195k 69.95
2023-03-31 $12M 172k 67.07
2022-12-31 $10M 155k 64.34

More positions owned by Syntegra Private Wealth Group

Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Ssga Us Lrg Etf (LGLV)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Fidelity Covington Trust Enhanced Intl (FENI)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
J P Morgan Exchange Traded F Income Etf (JPIE)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
First Tr Exchange-traded SHS (QTEC)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust Portfli High Yld (SPHY)
Ishares Tr Msci Usa Min Vol (USMV)
Apple (AAPL)
Spdr Series Trust Portfolio S&p600 (SPSM)

View all positions for Syntegra Private Wealth Group

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
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
Goodman Advisory Group
New York Life Investment Management

View all funds holding SPDR Barclays Capital Convertible SecETF