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SPDR Barclays Capital Convertible SecETF shares owned by Howard Wealth Management

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

Historical chart of Howard Wealth Management 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 Howard Wealth Management 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 Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 22k 73.04
2023-12-31 $1.7M 23k 72.15
2023-09-30 $1.6M 24k 67.80
2023-06-30 $1.7M 25k 69.95
2023-03-31 $1.7M 25k 67.07
2022-12-31 $1.6M 26k 64.34
2022-09-30 $1.8M 28k 63.28
2022-03-31 $2.2M 29k 76.93
2021-12-31 $2.3M 28k 82.94
2021-09-30 $2.4M 28k 85.32
2021-06-30 $2.4M 28k 86.72
2021-03-31 $2.3M 28k 83.33
2020-12-31 $2.3M 28k 82.76
2020-09-30 $1.8M 26k 68.87
2020-06-30 $1.5M 25k 60.50
2020-03-31 $1.1M 24k 47.83
2019-12-31 $1.0M 19k 55.47

More positions owned by Howard Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Small Cp Etf (VB)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Howard Wealth Management

Top funds holding SPDR Barclays Capital Convertible SecETF

Bank of America Corporation
Goldman Sachs Group
Morgan Stanley
Bessemer
LPL Financial
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