Towerpoint Wealth »

SPDR Barclays Capital Convertible SecETF shares owned by Towerpoint Wealth

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

Historical chart of Towerpoint Wealth 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 Towerpoint Wealth consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Towerpoint Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $897k 9.9k 90.50
2025-06-30 $823k 10k 82.66
2025-03-31 $898k 12k 76.62
2024-12-31 $1.3M 17k 77.89
2024-09-30 $1.3M 17k 76.59
2024-06-30 $1.2M 17k 72.06
2024-03-31 $1.3M 18k 73.04
2023-12-31 $1.3M 18k 72.15
2023-09-30 $1.4M 21k 67.80
2023-06-30 $1.5M 22k 69.95
2023-03-31 $1.8M 26k 67.07
2022-12-31 $1.8M 28k 64.34
2022-09-30 $1.5M 24k 63.28
2022-06-30 $1.7M 26k 64.56
2022-03-31 $2.4M 31k 76.96
2021-12-31 $3.1M 37k 82.95
2021-09-30 $3.2M 38k 85.36
2021-06-30 $4.0M 46k 86.73
2021-03-31 $6.1M 74k 83.35
2020-12-31 $9.2M 112k 82.79
2020-09-30 $8.5M 123k 68.89
2020-06-30 $7.8M 130k 60.50
2020-03-31 $6.3M 132k 47.86
2019-12-31 $7.4M 134k 55.50
2019-09-30 $7.0M 133k 52.45
2019-06-30 $6.9M 129k 53.63
2019-03-31 $6.5M 124k 52.25
2018-12-31 $5.6M 120k 46.79
2018-09-30 $6.2M 115k 53.94
2018-06-30 $5.9M 112k 53.02
2018-03-31 $5.5M 107k 51.66
2017-12-31 $4.9M 97k 50.60

More positions owned by Towerpoint Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
T Rowe Price Etf Qm Us Bond Etf (TAGG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded SHS (FVD)
Spdr Series Trust S&p Kensho New (KOMP)
Ishares Tr Rus 1000 Val Etf (IWD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Towerpoint Wealth

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