CWB

Spdr Bloomberg Convertible S

Latest period2024 - Q4Total superinvestors54

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, 54 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
Michael Hemberger@Delta Capital Management Llc
Recent Activity
0.48%
$834,000
1.071M shares@ 0.78 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.01%
0.04%
$16.994M
221,887 shares@ 76.59 avg price
Gordon C. Haave@Financial & Tax Architects, Llc
Recent Activity
New Position
2.33%
$9.14M
117,343 shares@ 77.89 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
Amanda Ross@Ameritas Advisory Services, Llc
Recent Activity
New Position
0.19%
$5.24M
67,272 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
Dominick Zizzo@Ignite Planners, Llc
Recent Activity
Increased 0.74%
0.67%
$3.01M
38,092 shares@ 79.03 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