Legacy Capital Wealth Partners LLC grew its holdings in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB – Free Report) by 69.9% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 13,559 shares of the exchange traded fund’s stock after buying an additional 5,578 shares during the quarter. Legacy Capital Wealth Partners LLC’s holdings in SPDR Bloomberg Convertible Securities ETF were worth $1,209,000 at the end of the most recent reporting period.
Other institutional investors have also made changes to their positions in the company. Caldwell Trust Co bought a new position in shares of SPDR Bloomberg Convertible Securities ETF in the second quarter valued at about $33,000. Mather Group LLC. bought a new stake in SPDR Bloomberg Convertible Securities ETF during the 3rd quarter worth about $35,000. Highline Wealth Partners LLC bought a new stake in SPDR Bloomberg Convertible Securities ETF during the 4th quarter worth about $39,000. Glassy Mountain Advisors Inc. acquired a new stake in SPDR Bloomberg Convertible Securities ETF in the 3rd quarter valued at about $52,000. Finally, Harbor Investment Advisory LLC acquired a new stake in SPDR Bloomberg Convertible Securities ETF in the 4th quarter valued at about $53,000.
SPDR Bloomberg Convertible Securities ETF Stock Up 1.0%
Shares of NYSEARCA CWB opened at $92.47 on Thursday. SPDR Bloomberg Convertible Securities ETF has a 1-year low of $70.56 and a 1-year high of $96.17. The company has a 50-day moving average of $93.53 and a two-hundred day moving average of $91.91.
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
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).
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