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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

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

Quarter filed Position value Share count Share price at filing
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 Scottsdale Fds Int-term Corp (VCIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Value Line Divid In SHS (FVD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Rus 1000 Val Etf (IWD)
Spdr Ser Tr S&p Kensho New (KOMP)
Microsoft Corporation (MSFT)
Apple (AAPL)

View all positions for Towerpoint Wealth

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF