SPDR Barclays Capital Convertible SecETF shares owned by VisionPoint Advisory Group
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by VisionPoint Advisory Group
from 13F filings
Historical chart of VisionPoint Advisory Group investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by VisionPoint Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $309k | 3.4k | 90.50 |
| 2024-06-30 | $19k | 260 | 72.06 |
| 2024-03-31 | $19k | 260 | 73.04 |
| 2023-12-31 | $19k | 260 | 72.15 |
| 2023-09-30 | $97k | 1.4k | 67.80 |
| 2023-06-30 | $30k | 422 | 69.95 |
| 2022-03-31 | $365k | 5.6k | 65.06 |
| 2021-12-31 | $818k | 11k | 76.63 |
| 2021-09-30 | $1.0M | 11k | 89.10 |
| 2021-06-30 | $3.6M | 42k | 86.73 |
| 2021-03-31 | $4.1M | 49k | 83.35 |
| 2020-12-31 | $3.7M | 45k | 82.79 |
| 2020-09-30 | $1.6M | 24k | 68.89 |
| 2020-06-30 | $3.7M | 59k | 63.37 |
| 2020-03-31 | $2.8M | 58k | 47.86 |
| 2019-12-31 | $2.4M | 44k | 55.51 |
| 2019-03-31 | $705k | 14k | 52.22 |
More positions owned by VisionPoint Advisory Group
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