SPDR Barclays Capital Convertible SecETF shares owned by Wealthsource Partners
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Wealthsource Partners
from 13F filings
Historical chart of Wealthsource Partners investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Wealthsource Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $395k | 5.5k | 72.15 |
| 2023-09-30 | $428k | 6.3k | 67.80 |
| 2023-06-30 | $601k | 8.6k | 69.95 |
| 2023-03-31 | $611k | 9.1k | 67.07 |
| 2022-12-31 | $1.1M | 18k | 64.34 |
| 2022-09-30 | $1.2M | 19k | 63.29 |
| 2022-06-30 | $1.2M | 19k | 64.54 |
| 2022-03-31 | $806k | 11k | 76.97 |
| 2021-12-31 | $766k | 9.2k | 83.01 |
| 2021-09-30 | $811k | 9.5k | 85.40 |
| 2021-06-30 | $824k | 9.5k | 86.76 |
| 2021-03-31 | $739k | 8.9k | 83.31 |
| 2020-12-31 | $735k | 8.9k | 82.82 |
| 2020-09-30 | $611k | 8.9k | 68.85 |
| 2020-06-30 | $578k | 9.5k | 60.54 |
| 2020-03-31 | $662k | 14k | 47.87 |
| 2019-12-31 | $1.2M | 22k | 55.50 |
| 2019-09-30 | $1.3M | 24k | 52.45 |
| 2019-06-30 | $1.4M | 27k | 52.86 |
| 2018-03-31 | $504k | 11k | 48.15 |
| 2017-03-31 | $504k | 11k | 48.15 |
| 2016-12-31 | $523k | 11k | 45.68 |
| 2016-09-30 | $1.0M | 22k | 46.37 |
| 2016-06-30 | $555k | 13k | 43.85 |
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