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SPDR Barclays Capital Convertible SecETF shares owned by WESPAC Advisors

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

Historical chart of WESPAC 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 WESPAC 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 WESPAC Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $213k 2.3k 91.52
2019-03-31 $1.6M 31k 52.26
2018-09-30 $2.6M 49k 53.94
2018-06-30 $1.9M 37k 53.03
2018-03-31 $2.5M 49k 51.66
2015-06-30 $1.2M 26k 47.57
2015-03-31 $1.0M 21k 47.78
2014-12-31 $854k 18k 46.91
2014-09-30 $774k 16k 49.64
2014-06-30 $448k 8.9k 50.46
2014-03-31 $267k 5.5k 48.40

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Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Db Us Dlr Index Tr Bullish Fd (UUP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Select Sector Spdr Tr State Street Ene (XLE)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Spdr Series Trust State Street Spd (BIL)
Merck & Co (MRK)
Apple (AAPL)
Etf Opportunities Trust Hedgeye Capital (HECA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Spdr Series Trust State Street Spd (SDY)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)

View all positions for WESPAC Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Morgan Stanley
Wells Fargo & Company
LPL Financial
Bessemer
Northwestern Mutual Wealth Management Company
Delta Capital Management
Assetmark
Ameriprise Financial
Pnc Financial Services
Deutsche Bank Aktiengesellschaft
Raymond James Financial
Goodman Advisory Group
UBS Group
Jane Street

View all funds holding SPDR Barclays Capital Convertible SecETF