SPDR Barclays Capital Convertible SecETF shares owned by Spectrum Wealth Advisory Group
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Spectrum Wealth Advisory Group
from 13F filings
Historical chart of Spectrum Wealth Advisory Group investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Spectrum Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $771k | 11k | 73.04 |
| 2023-12-31 | $886k | 12k | 72.15 |
| 2023-09-30 | $837k | 12k | 67.80 |
| 2023-06-30 | $880k | 13k | 69.95 |
| 2023-03-31 | $864k | 13k | 67.07 |
| 2022-12-31 | $843k | 13k | 64.34 |
| 2022-09-30 | $958k | 15k | 63.33 |
| 2022-06-30 | $976k | 15k | 64.53 |
| 2022-03-31 | $1.3M | 18k | 76.92 |
| 2021-12-31 | $1.5M | 18k | 82.96 |
| 2021-09-30 | $1.5M | 18k | 85.33 |
| 2021-06-30 | $1.6M | 18k | 86.75 |
| 2021-03-31 | $1.5M | 18k | 83.36 |
| 2020-12-31 | $1.6M | 19k | 82.81 |
| 2020-09-30 | $2.7M | 40k | 68.86 |
| 2020-06-30 | $1.3M | 21k | 60.49 |
| 2020-03-31 | $1.4M | 29k | 47.84 |
| 2019-12-31 | $1.7M | 31k | 55.50 |
| 2019-09-30 | $1.7M | 33k | 52.45 |
| 2019-06-30 | $3.1M | 59k | 52.88 |
| 2019-03-31 | $9.0M | 172k | 52.25 |
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