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SPDR Barclays Capital Convertible SecETF shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $213k 2.8k 76.60
2024-06-30 $212k 2.9k 72.06
2024-03-31 $203k 2.8k 73.03

More positions owned by Vertex Planning Partners

J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Us Eqt Factor (DYNF)
J P Morgan Exchange Traded F U S Tech Leaders (JTEK)
Wisdomtree Tr Us Total Dividnd (DTD)

View all positions for Vertex Planning Partners

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Goldman Sachs Group
Morgan Stanley
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Wright Fund Managment
Northwestern Mutual Wealth Management Company
Royal Bank of Canada

View all funds holding SPDR Barclays Capital Convertible SecETF