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
Stephen Cheifetz@Kades & Cheifetz Llc
Recent Activity
Decreased -0.29%
0.59%
$1.142M
14,657 shares@ 77.89 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Decreased -5.68%
0.17%
$1.027M
13,184 shares@ 77.9 avg price
Shauna Haglof@Rockland Trust Co
Recent Activity
Decreased -0.97%
0.04%
$735,282
9,440 shares@ 77.9 avg price
Michael Orzel@Signalpoint Asset Management, Llc
Recent Activity
Decreased -5.15%
0.17%
$691,897
8,883 shares@ 77.9 avg price
Staci Compagno@Portside Wealth Group, Llc
Recent Activity
Decreased -1.16%
0.11%
$625,373
8,165 shares@ 76.6 avg price
Lisa Sternberg@Highline Wealth Partners Llc
Recent Activity
Decreased -33.29%
0.2%
$584,681
7,506 shares@ 77.9 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Decreased -0.93%
0.02%
$497,562
6,388 shares@ 77.9 avg price
Fredrick Williams@Old Port Advisors
Recent Activity
Decreased -3.25%
0.12%
$410,013
5,264 shares@ 77.9 avg price
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -1.07%
0.05%
$399,655
5,131 shares@ 77.9 avg price
Lupe Fungalei@Diversify Wealth Management, Llc
Recent Activity
Decreased -11.71%
0.03%
$360,368
4,629 shares@ 77.86 avg price