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
Tip: Access up to 7 years of quarterly data
All positions including SPDR Barclays Capital Convertible SecETF held by Wealth Management Resources consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Wealth Management Resources
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Wealth Management Resources
View all positions for Wealth Management Resources
Top funds holding SPDR Barclays Capital Convertible SecETF
View all funds holding SPDR Barclays Capital Convertible SecETF