SPDR Barclays Capital Convertible SecETF shares owned by Captrust Financial Advisors
Quarter-by-quarter ownership of SPDR Barclays Capital Convertible SecETF (CWB) shares owned by Captrust Financial Advisors
from 13F filings
Historical chart of Captrust Financial Advisors investment in SPDR Barclays Capital Convertible SecETF
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Quarterly reported holdings in SPDR Barclays Capital Convertible SecETF by Captrust Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.1M | 42k | 73.04 |
| 2023-12-31 | $3.1M | 42k | 72.15 |
| 2023-09-30 | $2.9M | 43k | 67.80 |
| 2023-06-30 | $2.3M | 33k | 69.95 |
| 2023-03-31 | $2.5M | 37k | 67.07 |
| 2022-12-31 | $2.4M | 37k | 64.34 |
| 2022-09-30 | $3.9M | 62k | 63.31 |
| 2022-06-30 | $4.0M | 62k | 64.57 |
| 2022-03-31 | $2.9M | 37k | 76.95 |
| 2021-12-31 | $2.7M | 32k | 82.97 |
| 2021-09-30 | $2.8M | 33k | 85.35 |
| 2021-06-30 | $2.6M | 30k | 86.72 |
| 2021-03-31 | $2.6M | 31k | 83.35 |
| 2020-12-31 | $182k | 2.2k | 82.92 |
| 2020-09-30 | $154k | 2.2k | 70.16 |
| 2020-06-30 | $134k | 2.2k | 61.05 |
| 2020-03-31 | $132k | 2.9k | 45.44 |
| 2018-09-30 | $14k | 255 | 54.90 |
| 2018-06-30 | $14k | 255 | 54.90 |
| 2018-03-31 | $13k | 255 | 50.98 |
| 2017-12-31 | $13k | 255 | 50.98 |
| 2017-09-30 | $13k | 255 | 50.98 |
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