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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Convertible SecETF held by Wells Financial 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Wells Financial Advisors

Ishares Msci Usa Min Vol Factor Etf Etf (USMV)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Vanguard Short-term Treasury Etf Etf (VGSH)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Vanguard Mid-cap Index Fund Etf Etf (VO)
Vanguard Growth Index Fund Etf Etf (VUG)
Vanguard Small-cap Index Fund Etf Etf (VB)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr Gold Shares Etf Etf (GLD)
Vanguard Mega Cap Growth Etf Etf (MGK)
Ishares Msci Intl Quality Factor Etf Etf (IQLT)
Vanguard Large-cap Index Fund Etf Etf (VV)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)

View all positions for Wells Financial Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Bessemer
New York Life Investment Management
Delta Capital Management
Wells Fargo & Company
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
RIA Advisory Group
Bank Of Montreal
Wright Fund Managment
UBS Group
Royal Bank of Canada
H&H Retirement Design & Management
Fulton Breakefield Broenniman d/b/a FBB Capital Partners

View all funds holding SPDR Barclays Capital Convertible SecETF