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SPDR Barclays Capital Convertible SecETF shares owned by Targeted Financial Services

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

Historical chart of Targeted Financial Services 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 Targeted Financial Services 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 Targeted Financial Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $922k 10k 89.20

More positions owned by Targeted Financial Services

Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust State Street Spd (SPTL)
Fidelity Covington Trust Msci Utils Index (FUTY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Eli Lilly & Co. (LLY)
Ishares Tr Core High Dv Etf (HDV)
Select Sector Spdr Tr State Street Con (XLP)
Exxon Mobil Corporation (XOM)
Select Sector Spdr Tr State Street Ene (XLE)
Abbvie (ABBV)

View all positions for Targeted Financial Services

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF