Legacy Capital Wealth Partners LLC Has $1.21 Million Stock Holdings in SPDR Bloomberg Convertible Securities ETF $CWB

Legacy Capital Wealth Partners LLC lifted its position in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) by 69.9% during the 4th quarter, according to the company in its most recent filing with the SEC. The fund owned 13,559 shares of the exchange traded fund’s stock after purchasing 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 hedge funds have also made changes to their positions in the company. Win Advisors Inc. acquired a new position in SPDR Bloomberg Convertible Securities ETF in the third quarter valued at about $919,000. Alliance Wealth Advisors LLC UT acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the third quarter worth approximately $1,096,000. Arrow Investment Advisors LLC acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the third quarter worth approximately $1,188,000. B. Riley Wealth Advisors Inc. bought a new position in shares of SPDR Bloomberg Convertible Securities ETF in the second quarter valued at approximately $5,260,000. Finally, Commonwealth Equity Services LLC raised its stake in shares of SPDR Bloomberg Convertible Securities ETF by 4.3% in the third quarter. Commonwealth Equity Services LLC now owns 252,425 shares of the exchange traded fund’s stock valued at $22,845,000 after acquiring an additional 10,483 shares during the last quarter.

SPDR Bloomberg Convertible Securities ETF Price Performance

Shares of CWB opened at $92.47 on Thursday. SPDR Bloomberg Convertible Securities ETF has a one year low of $70.56 and a one year high of $96.17. The business’s 50 day simple moving average is $93.53 and its 200-day simple moving average is $91.91.

SPDR Bloomberg Convertible Securities ETF 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.