SPDR Barclays Capital Convertible SecETF shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $282k | 3.7k | 76.60 |
| 2024-06-30 | $310k | 4.3k | 72.06 |
| 2024-03-31 | $2.7M | 37k | 73.04 |
| 2023-12-31 | $2.5M | 35k | 72.15 |
| 2023-09-30 | $2.6M | 38k | 67.80 |
| 2023-06-30 | $2.6M | 37k | 69.95 |
| 2023-03-31 | $280k | 4.2k | 67.07 |
| 2022-12-31 | $263k | 4.1k | 64.34 |
| 2022-09-30 | $338k | 5.4k | 63.14 |
| 2022-06-30 | $419k | 6.5k | 64.56 |
| 2022-03-31 | $468k | 6.5k | 72.11 |
| 2021-12-31 | $1.0M | 12k | 82.93 |
| 2021-09-30 | $2.0M | 24k | 85.32 |
| 2021-06-30 | $1.5M | 17k | 86.69 |
| 2021-03-31 | $1.3M | 16k | 83.34 |
| 2020-12-31 | $1.0M | 12k | 82.77 |
| 2020-09-30 | $73k | 1.1k | 68.67 |
| 2020-06-30 | $88k | 1.5k | 60.44 |
| 2020-03-31 | $69k | 1.5k | 47.39 |
| 2019-12-31 | $80k | 1.5k | 54.95 |
| 2019-06-30 | $104k | 2.0k | 52.58 |
| 2018-09-30 | $135k | 2.5k | 53.94 |
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