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
Sheri M. Cuff@Certified Advisory Corp
Recent Activity
Decreased -1.07%
0.05%
$399,655
5,131 shares@ 77.9 avg price
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 8.61%
0.02%
$391,397
5,025 shares@ 77.89 avg price
Jim Clark@Worth Asset Management, Llc
Recent Activity
New Position
0.2%
$365,382
4,691 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
Radha Rai@Global Trust Asset Management, Llc
Recent Activity
0.14%
$350,368
4,498 shares@ 77.9 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
0.17%
$286,635
3,680 shares@ 77.89 avg price
James Krause@Wealthcare Advisory Partners Llc
Recent Activity
New Position
0.01%
$279,002
3,582 shares@ 77.9 avg price
Barbara Olson@Baker Tilly Wealth Management, Llc
Recent Activity
Increased 5.94%
0.11%
$268,253
3,444 shares@ 77.89 avg price
Jacob Godfrey@International Assets Investment Management, Llc
Recent Activity
New Position
0.03%
$267,630
3,431 shares@ 78.01 avg price
Jeffrey Hanson@Breakwater Capital Group
Recent Activity
0.06%
$251,585
3,230 shares@ 77.9 avg price