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FSC Wealth Advisors »

SPDR Barclays Capital Convertible SecETF shares owned by FSC Wealth Advisors

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

Historical chart of FSC Wealth 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 FSC Wealth 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 FSC Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$8.2M	113k	73.04
2023-12-31	$8.4M	116k	72.15
2023-09-30	$8.1M	119k	67.80
2023-06-30	$5.9M	84k	69.95
2023-03-31	$23k	338	67.12
2022-12-31	$22k	337	64.40
2022-09-30	$21k	337	62.31
2022-06-30	$22k	337	65.28
2022-03-31	$3.4M	45k	76.96
2021-12-31	$34k	415	81.93

More positions owned by FSC Wealth Advisors

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First Tr Exchange-traded First Tr Enh New (FTSM)

Ishares Tr Russell 2000 Etf (IWM)

Spdr Ser Tr Bloomberg 1-3 Mo (BIL)

Spdr Ser Tr Bbg Conv Sec Etf (CWB)

Select Sector Spdr Tr Sbi Healthcare (XLV)

First Tr Exchange-traded Dj Internt Idx (FDN)

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

Vanguard Specialized Funds Div App Etf (VIG)

Vanguard Index Fds S&p 500 Etf Shs (VOO)

Schwab Strategic Tr Us Dividend Eq (SCHD)

Spdr Ser Tr Portfolio S&p500 (SPLG)

Vanguard World Mega Grwth Ind (MGK)

Invesco Qqq Tr Unit Ser 1 (QQQ)

Spdr Dow Jones Indl Average Ut Ser 1 (DIA)

View all positions for FSC Wealth Advisors

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation

Delta Capital Management

Wells Fargo & Company

New York Life Investment Management

Pnc Financial Services

Ameriprise Financial

Deutsche Bank Aktiengesellschaft

Envestnet Asset Management

Wright Fund Managment

Bank Of Montreal

UBS Group

View all funds holding SPDR Barclays Capital Convertible SecETF

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