Financial & Tax Architects LLC purchased a new position in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund purchased 105,088 shares of the exchange traded fund’s stock, valued at approximately $9,618,000. SPDR Bloomberg Convertible Securities ETF makes up 2.1% of Financial & Tax Architects LLC’s portfolio, making the stock its 8th biggest holding. Financial & Tax Architects LLC owned about 0.19% of SPDR Bloomberg Convertible Securities ETF as of its most recent SEC filing.
A number of other institutional investors and hedge funds also recently bought and sold shares of the business. High Point Wealth Management LLC acquired a new position in shares of SPDR Bloomberg Convertible Securities ETF in the 4th quarter worth approximately $26,000. Arax Advisory Partners acquired a new stake in SPDR Bloomberg Convertible Securities ETF during the fourth quarter valued at approximately $30,000. Annis Gardner Whiting Capital Advisors LLC bought a new stake in SPDR Bloomberg Convertible Securities ETF during the fourth quarter worth approximately $36,000. Highline Wealth Partners LLC bought a new stake in SPDR Bloomberg Convertible Securities ETF during the fourth quarter worth approximately $39,000. Finally, Copia Wealth Management acquired a new position in SPDR Bloomberg Convertible Securities ETF in the fourth quarter worth approximately $43,000.
SPDR Bloomberg Convertible Securities ETF Stock Up 0.6%
NYSEARCA CWB opened at $107.82 on Wednesday. SPDR Bloomberg Convertible Securities ETF has a 1 year low of $81.85 and a 1 year high of $112.02. The business’s fifty day moving average is $105.59 and its two-hundred day moving average is $97.56.
SPDR Bloomberg Convertible Securities ETF Company Profile
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.
Further Reading
- Five stocks we like better than SPDR Bloomberg Convertible Securities ETF
- NextEra’s Dominion Deal Could Put It at the Center of the AI Power Race
- Amazon Could Be About to Reap the Rewards of a Software Spending Boom
- Best Buy’s Turnaround Is Gaining Traction, But Wall Street Still Needs Proof
- AI Fears Hit Nebius Stock, But Has the Growth Thesis Changed?
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.
