SPDR Barclays Capital Convertible SecETF shares owned by Wealth Management Resources
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Wealth Management Resources
from 13F filings
Historical chart of Wealth Management Resources investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.0M | 26k | 76.61 |
| 2024-06-30 | $1.8M | 25k | 72.06 |
| 2024-03-31 | $1.6M | 22k | 73.04 |
| 2023-12-31 | $1.7M | 23k | 72.15 |
| 2023-09-30 | $1.5M | 22k | 67.80 |
| 2023-06-30 | $1.3M | 19k | 69.95 |
| 2023-03-31 | $706k | 11k | 67.07 |
| 2022-12-31 | $610k | 9.5k | 64.34 |
| 2022-09-30 | $563k | 8.9k | 63.29 |
| 2022-06-30 | $488k | 7.6k | 64.54 |
| 2022-03-31 | $390k | 5.1k | 76.98 |
| 2021-12-31 | $408k | 4.9k | 82.91 |
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