Discipline Wealth Solutions LLC increased its holdings in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 2,039.8% during the 1st quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 79,794 shares of the exchange traded fund’s stock after buying an additional 76,065 shares during the period. Discipline Wealth Solutions LLC owned about 0.16% of SPDR Bloomberg Convertible Securities ETF worth $7,303,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently bought and sold shares of the company. High Point Wealth Management LLC acquired a new position in shares of SPDR Bloomberg Convertible Securities ETF in the fourth quarter worth approximately $26,000. Arax Advisory Partners bought a new position in SPDR Bloomberg Convertible Securities ETF during the fourth quarter worth $30,000. Annis Gardner Whiting Capital Advisors LLC acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF in the 4th quarter valued at about $36,000. Highline Wealth Partners LLC acquired a new stake in SPDR Bloomberg Convertible Securities ETF in the fourth quarter valued at approximately $39,000. Finally, Copia Wealth Management acquired a new stake in SPDR Bloomberg Convertible Securities ETF in the 4th quarter valued at $43,000.
SPDR Bloomberg Convertible Securities ETF Price Performance
NYSEARCA:CWB opened at $110.42 on Tuesday. The firm has a 50-day moving average of $104.58 and a 200-day moving average of $96.86. SPDR Bloomberg Convertible Securities ETF has a one year low of $80.00 and a one year high of $112.02.
About SPDR Bloomberg Convertible Securities ETF
SPDR Barclays Convertible Securities ETF, formerly SPDR Barclays Capital Convertible Securities ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks United States convertible securities. In seeking to track the performance of the Barclays Capital U.S. Convertible Bond >$500MM Index (the Index), the Fund employs a sampling strategy, which means that the Fund is not required to purchase all of the securities represented in the Index.
See Also
- Five stocks we like better than SPDR Bloomberg Convertible Securities ETF
- Buy CrowdStrike Before the Stock Split? Here’s the Case
- Investors Are Buying Into Sweetgreen Again—Should They?
- Burlington Is Winning Over Shoppers But Investors Need Patience
- USA Today’s Digital Revival Is Gaining Steam, But With Plenty of Risk
Want to see what other hedge funds are holding CWB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report).
Receive News & Ratings for SPDR Bloomberg Convertible Securities ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for SPDR Bloomberg Convertible Securities ETF and related companies with MarketBeat.com's FREE daily email newsletter.
