Silver Oak Securities Incorporated cut its holdings in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 77.9% during the 1st quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 4,658 shares of the exchange traded fund’s stock after selling 16,375 shares during the period. Silver Oak Securities Incorporated’s holdings in SPDR Bloomberg Convertible Securities ETF were worth $426,000 as of its most recent SEC filing.
A number of other large investors have also recently added to or reduced their stakes in the business. Burns J W & Co. Inc. NY increased its holdings in SPDR Bloomberg Convertible Securities ETF by 7.9% during the 1st quarter. Burns J W & Co. Inc. NY now owns 21,243 shares of the exchange traded fund’s stock valued at $1,944,000 after acquiring an additional 1,559 shares in the last quarter. Certified Advisory Corp grew its position in shares of SPDR Bloomberg Convertible Securities ETF by 6.6% in the first quarter. Certified Advisory Corp now owns 5,191 shares of the exchange traded fund’s stock valued at $475,000 after purchasing an additional 323 shares during the last quarter. Signal Advisors Wealth LLC increased its stake in shares of SPDR Bloomberg Convertible Securities ETF by 16.3% during the 1st quarter. Signal Advisors Wealth LLC now owns 5,993 shares of the exchange traded fund’s stock worth $548,000 after purchasing an additional 838 shares in the last quarter. Discipline Wealth Solutions LLC increased its stake in shares of SPDR Bloomberg Convertible Securities ETF by 2,039.8% during the 1st quarter. Discipline Wealth Solutions LLC now owns 79,794 shares of the exchange traded fund’s stock worth $7,303,000 after purchasing an additional 76,065 shares in the last quarter. Finally, Ocean Park Asset Management LLC increased its stake in shares of SPDR Bloomberg Convertible Securities ETF by 75.3% during the 1st quarter. Ocean Park Asset Management LLC now owns 42,475 shares of the exchange traded fund’s stock worth $3,887,000 after purchasing an additional 18,250 shares in the last quarter.
SPDR Bloomberg Convertible Securities ETF Stock Performance
Shares of SPDR Bloomberg Convertible Securities ETF stock opened at $105.50 on Friday. SPDR Bloomberg Convertible Securities ETF has a 1 year low of $81.85 and a 1 year high of $112.02. The business has a 50 day moving average price of $105.30 and a 200 day moving average price of $97.28.
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.
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