SPDR Bloomberg Convertible Securities ETF $CWB Shares Bought by Confluence Wealth Services Inc.

Confluence Wealth Services Inc. lifted its holdings in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) by 31.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 48,838 shares of the exchange traded fund’s stock after purchasing an additional 11,631 shares during the quarter. Confluence Wealth Services Inc. owned 0.09% of SPDR Bloomberg Convertible Securities ETF worth $4,941,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Western Wealth Management LLC bought a new stake in SPDR Bloomberg Convertible Securities ETF during the first quarter valued at approximately $38,000. Mather Group LLC. purchased a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the 3rd quarter valued at $39,000. Financial Management Professionals Inc. purchased a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the 2nd quarter valued at $46,000. Root Financial Partners LLC purchased a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the 3rd quarter valued at $63,000. Finally, American National Bank & Trust bought a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the 3rd quarter worth $65,000.

SPDR Bloomberg Convertible Securities ETF Stock Down 0.7%

NYSEARCA CWB opened at $92.34 on Wednesday. SPDR Bloomberg Convertible Securities ETF has a 52-week low of $85.37 and a 52-week high of $112.02. The company has a fifty day moving average of $98.90 and a 200-day moving average of $100.08.

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.