CWB

Spdr Bloomberg Convertible S

Latest period2024 - Q4Total superinvestors69

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 69 superinvestors own shares of Spdr Bloomberg Convertible S (CWB), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Spdr Bloomberg Convertible S (CWB), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Spdr Bloomberg Convertible S (CWB) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Spdr Bloomberg Convertible S (CWB) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
JENNIFER SZARO@Xml Financial, Llc
Recent Activity
Decreased -0.09%
1.5%
$16.364M
210,085 shares@ 77.9 avg price
Wren Green@Act Advisors, Llc.
Recent Activity
Decreased -53.87%
4.12%
$7.64M
98,092 shares@ 77.89 avg price
John Fortier III@St Germain D J Co Inc
Recent Activity
Decreased -1.01%
0.33%
$7.103M
91,192 shares@ 77.9 avg price
David J. Yvars@David J Yvars Group
Recent Activity
Decreased -8.82%
2.7%
$4.419M
56,732 shares@ 77.89 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
Decreased -0.85%
1.32%
$2.485M
31,900 shares@ 77.9 avg price
RAYMOND L. HOBSON@Hf Advisory Group, Llc
Recent Activity
Decreased -3.55%
0.95%
$2.05M
26,320 shares@ 77.9 avg price
Janine Osterink@Advisory Alpha, Llc
Recent Activity
Decreased -11.11%
0.07%
$1.94M
24,908 shares@ 77.9 avg price
Maxim Meyers@Octavia Wealth Advisors, Llc
Recent Activity
Decreased -11.13%
0.22%
$1.785M
22,919 shares@ 77.89 avg price
Brian Kenney@Afg Fiduciary Services Limited Partnership
Recent Activity
Decreased -0.3%
0.94%
$1.321M
16,740 shares@ 78.9 avg price
Gregory Clinton@Kraematon Investment Advisors, Inc
Recent Activity
Decreased -14.71%
1.24%
$1.252M
16,078 shares@ 77.9 avg price