SPDR Barclays Capital Convertible SecETF shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $218k | 2.8k | 76.59 |
| 2024-06-30 | $185k | 2.6k | 72.06 |
| 2024-03-31 | $188k | 2.6k | 73.04 |
| 2023-09-30 | $174k | 2.6k | 67.80 |
| 2023-06-30 | $180k | 2.6k | 69.95 |
| 2023-03-31 | $172k | 2.6k | 67.07 |
| 2022-12-31 | $165k | 2.6k | 64.34 |
| 2022-09-30 | $163k | 2.6k | 63.42 |
| 2022-06-30 | $166k | 2.6k | 64.59 |
| 2022-03-31 | $198k | 2.6k | 77.04 |
| 2021-12-31 | $213k | 2.6k | 82.88 |
| 2021-09-30 | $219k | 2.6k | 85.21 |
| 2021-06-30 | $223k | 2.6k | 86.77 |
| 2021-03-31 | $214k | 2.6k | 83.27 |
| 2020-12-31 | $213k | 2.6k | 82.88 |
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