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SPDR Barclays Capital Convertible SecETF shares owned by Win Advisors

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

Historical chart of Win 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 Win 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 Win Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $9.3M 120k 77.89
2024-09-30 $1.1M 14k 76.59
2024-03-31 $1.3M 17k 73.04
2023-06-30 $293k 5.1k 57.20
2022-03-31 $11k 149 73.83

More positions owned by Win Advisors

American Centy Etf Tr Us Quality Grow (QGRO)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
First Trust Lrgcp Gwt Alphad Com Shs (FTC)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Spdr Ser Tr Bbg Conv Sec Etf (CWB)
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Win Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Assetmark
Bessemer
Delta Capital Management
LPL Financial
Wells Fargo & Company
Ameriprise Financial
Wright Fund Managment
Pnc Financial Services
New York Life Investment Management
Deutsche Bank Aktiengesellschaft
Envestnet Asset Management
Goldman Sachs Group
UBS Group
Bank Of Montreal

View all funds holding SPDR Barclays Capital Convertible SecETF