CWB

Spdr Bloomberg Convertible S

Latest period2024 - Q4Total superinvestors69

The latest quarter's data is still being updated as more institutional investors submit their 13F reports, so the current information might be incomplete.

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 (%)

The most recent quarter may show incomplete data because not all institutional investors have filed their 13F reports yet.

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

Current New Position Increased Decreased Exited

Superinvestor	Portfolio %	Reported Value	Recent Activity
Camille Mobley@Insight Wealth Strategies, Llc Recent Activity Increased 0.52%	0.13%	$895,948 11,503 shares@ 77.89 avg price	Increased 0.52%
Ronald Lenihan@Seacrest Wealth Management, Llc Recent Activity Increased 29.94%	0.1%	$879,407 11,290 shares@ 77.9 avg price	Increased 29.94%
W. Travis McKinney@Hb Wealth Management, Llc Recent Activity Increased 1.58%	0.01%	$783,028 10,053 shares@ 77.89 avg price	Increased 1.58%
John Hayes@Longview Wealth Management Recent Activity Increased 0.57%	0.14%	$442,227 5,678 shares@ 77.89 avg price	Increased 0.57%
Mark Buchanan@Ern Financial, Llc Recent Activity Increased 2.84%	0.07%	$435,263 5,588 shares@ 77.9 avg price	Increased 2.84%
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc. Recent Activity Increased 8.61%	0.02%	$391,397 5,025 shares@ 77.89 avg price	Increased 8.61%
Barbara Olson@Baker Tilly Wealth Management, Llc Recent Activity Increased 5.94%	0.11%	$268,253 3,444 shares@ 77.89 avg price	Increased 5.94%
Chris Werner@Westmount Partners, Llc Recent Activity Increased 0.45%	0.07%	$227,230 2,917 shares@ 77.9 avg price	Increased 0.45%
Stephanie West@Thurston, Springer, Miller, Herd & Titak, Inc. Recent Activity Increased 117.06%	0.01%	$36,842 471 shares@ 78.23 avg price	Increased 117.06%