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SPDR Barclays Capital Convertible SecETF shares owned by Wealth Watch Advisors

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

Historical chart of Wealth Watch Advisors 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 Watch Advisors 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 Wealth Watch Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $21M 229k 90.50
2025-06-30 $18M 223k 82.66

More positions owned by Wealth Watch Advisors

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Spdr Series Trust Bbg Conv Sec Etf (CWB)
Calamos Etf Tr Autocallable Inc (CAIE)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr Ibonds 25 Trm Ts (IBTF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
Listed Fds Tr Spear Alpha Etf (SPRX)

View all positions for Wealth Watch Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Envestnet Asset Management
Howard Capital Management
Morgan Stanley
Cetera Investment Advisers
LPL Financial
Wells Fargo & Company
Bessemer
Delta Capital Management
Assetmark
Northwestern Mutual Wealth Management Company
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Goldman Sachs Group
Wright Fund Managment

View all funds holding SPDR Barclays Capital Convertible SecETF