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
Alex Butters@Towerpoint Wealth, Llc
Recent Activity
Increased 0.38%
0.66%
$1.339M
17,186 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
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
Aryn Sands@Farrell Financial Llc
Recent Activity
Increased 2.99%
0.71%
$984,320
12,637 shares@ 77.9 avg price
Randall L Jensen@Nabity-jensen Investment Management Inc
Recent Activity
Increased 11.42%
0.74%
$972,690
12,488 shares@ 77.89 avg price
Camille Mobley@Insight Wealth Strategies, Llc
Recent Activity
Increased 0.52%
0.13%
$895,948
11,503 shares@ 77.89 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 29.94%
0.1%
$879,407
11,290 shares@ 77.9 avg price
W. Travis McKinney@Hb Wealth Management, Llc
Recent Activity
Increased 1.58%
0.01%
$783,028
10,053 shares@ 77.89 avg price