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SPDR Barclays Capital Convertible SecETF shares owned by Toroso Investments

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

Historical chart of Toroso Investments 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 Toroso Investments 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 Toroso Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 18k 90.35
2025-06-30 $1.5M 18k 82.50
2025-03-31 $1.3M 17k 76.46
2024-12-31 $1.4M 18k 77.89
2024-09-30 $1.4M 19k 76.46
2024-06-30 $1.0M 15k 72.06
2024-03-31 $676k 9.3k 73.04
2023-12-31 $890k 12k 72.15
2023-09-30 $676k 10k 67.64

More positions owned by Toroso Investments

Strategy Cl A New Call Option (MSTR)
NVIDIA Corporation Call Option (NVDA)
Coinbase Global Com Cl A Call Option (COIN)
Tesla Motors Call Option (TSLA)
Palantir Technologies Cl A Call Option (PLTR)
Robinhood Mkts Com Cl A Call Option (HOOD)
Microsoft Corporation Call Option (MSFT)
Apple Call Option (AAPL)
Amazon Call Option (AMZN)
Super Micro Computer Com New Call Option (SMCI)
Alphabet Cap Stk Cl A Call Option (GOOGL)
Meta Platforms Cl A Call Option (META)
Advanced Micro Devices Call Option (AMD)
Netflix Call Option (NFLX)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Toroso Investments

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
Wright Fund Managment
Goodman Advisory Group

View all funds holding SPDR Barclays Capital Convertible SecETF