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SPDR Barclays Capital Convertible SecETF shares owned by Zhang Financial

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

Historical chart of Zhang Financial 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 Zhang Financial 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 Zhang Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $236k 2.6k 89.20

More positions owned by Zhang Financial

Vanguard S&p S&p 500 Etf Shs (VOO)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Us Us Equity Etf (DFUS)
Ishares Core Core S&p Ttl Stk (ITOT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Us Us Core Equity 2 (DFAC)
Vanguard Intermediate Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Vanguard Total Total Bnd Mrkt (BND)
Vanguard Small Sm Cp Val Etf (VBR)
Ishares Core Core Us Aggbd Et (AGG)
Vanguard High High Div Yld (VYM)
Bny Mellon Us Lrg Cp Core (BKLC)

View all positions for Zhang Financial

Top funds holding SPDR Barclays Capital Convertible SecETF

Howard Capital Management
Envestnet Asset Management
LPL Financial
Wells Fargo & Company
Cetera Investment Advisers
Bessemer
Delta Capital Management
Northwestern Mutual Wealth Management Company
Assetmark
Ameriprise Financial
Deutsche Bank Aktiengesellschaft
Pnc Financial Services
Jane Street
Goodman Advisory Group
Raymond James Financial

View all funds holding SPDR Barclays Capital Convertible SecETF