14,808 Shares in SPDR Bloomberg Convertible Securities ETF $CWB Bought by Gilpin Wealth Management LLC

Gilpin Wealth Management LLC acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm acquired 14,808 shares of the exchange traded fund’s stock, valued at approximately $1,321,000. SPDR Bloomberg Convertible Securities ETF comprises 1.0% of Gilpin Wealth Management LLC’s holdings, making the stock its 29th largest position.

A number of other institutional investors have also modified their holdings of the stock. Stablepoint Partners LLC raised its stake in shares of SPDR Bloomberg Convertible Securities ETF by 1.2% during the 4th quarter. Stablepoint Partners LLC now owns 9,164 shares of the exchange traded fund’s stock valued at $817,000 after buying an additional 111 shares during the last quarter. Money Concepts Capital Corp raised its stake in shares of SPDR Bloomberg Convertible Securities ETF by 3.5% during the 4th quarter. Money Concepts Capital Corp now owns 3,343 shares of the exchange traded fund’s stock valued at $298,000 after buying an additional 112 shares during the last quarter. Intrust Bank NA raised its stake in shares of SPDR Bloomberg Convertible Securities ETF by 1.2% during the 3rd quarter. Intrust Bank NA now owns 10,725 shares of the exchange traded fund’s stock valued at $971,000 after buying an additional 125 shares during the last quarter. Chicago Partners Investment Group LLC raised its stake in shares of SPDR Bloomberg Convertible Securities ETF by 0.3% during the 4th quarter. Chicago Partners Investment Group LLC now owns 45,855 shares of the exchange traded fund’s stock valued at $4,305,000 after buying an additional 125 shares during the last quarter. Finally, Powell Investment Advisors LLC grew its position in shares of SPDR Bloomberg Convertible Securities ETF by 0.4% during the 4th quarter. Powell Investment Advisors LLC now owns 30,662 shares of the exchange traded fund’s stock valued at $2,735,000 after acquiring an additional 133 shares during the period.

SPDR Bloomberg Convertible Securities ETF Stock Performance

NYSEARCA:CWB opened at $103.36 on Thursday. SPDR Bloomberg Convertible Securities ETF has a 52 week low of $80.00 and a 52 week high of $112.02. The stock’s 50-day moving average price is $102.13 and its 200-day moving average price is $95.74.

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.