SPDR Barclays Capital Convertible SecETF shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.2M | 31k | 73.04 |
| 2023-12-31 | $2.3M | 32k | 72.15 |
| 2023-09-30 | $2.3M | 34k | 67.80 |
| 2023-06-30 | $2.5M | 36k | 69.95 |
| 2023-03-31 | $2.6M | 38k | 67.07 |
| 2022-12-31 | $4.3M | 67k | 64.34 |
| 2022-09-30 | $4.4M | 69k | 63.30 |
| 2022-06-30 | $4.5M | 71k | 64.38 |
| 2022-03-31 | $14M | 175k | 76.95 |
| 2021-12-31 | $15M | 175k | 82.96 |
| 2021-09-30 | $13M | 156k | 85.45 |
| 2021-06-30 | $12M | 136k | 86.73 |
| 2021-03-31 | $11M | 133k | 83.35 |
| 2020-12-31 | $9.8M | 119k | 82.79 |
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