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SPDR Barclays Capital Convertible SecETF shares owned by VitalStone Financial

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

Historical chart of VitalStone Financial 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 VitalStone Financial 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 VitalStone Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0k 26 76.58
2024-06-30 $1.9k 26 72.08
2024-03-31 $3.0k 36 83.33
2023-12-31 $4.0k 49 81.63
2023-09-30 $3.0k 49 61.22
2023-06-30 $80k 1.2k 66.94
2023-03-31 $1.2M 14k 82.80
2022-12-31 $121k 1.2k 100.00

More positions owned by VitalStone Financial

Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Growth Etf Etf (VUG)
Vaneck Clo Etf Etf (CLOI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Value Etf Etf (VTV)
Nvidia Corporation Stock (NVDA)
Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Spdr Gold Shares Etf (GLD)
Vanguard S&p 500 Etf Etf (VOO)
Ft Vest Laddered Buffer Etf Etf (BUFR)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Global Tech Etf Etf (IXN)

View all positions for VitalStone Financial

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