Bogart Wealth LLC Has $11.90 Million Position in SPDR Barclays Capital Convertible SecETF (CWB)

Bogart Wealth LLC raised its holdings in shares of SPDR Barclays Capital Convertible SecETF (NYSEARCA:CWB) by 2.4% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 235,139 shares of the exchange traded fund’s stock after purchasing an additional 5,521 shares during the quarter. SPDR Barclays Capital Convertible SecETF makes up approximately 7.6% of Bogart Wealth LLC’s portfolio, making the stock its 3rd largest holding. Bogart Wealth LLC owned 0.30% of SPDR Barclays Capital Convertible SecETF worth $11,898,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Wells Fargo & Company MN increased its position in shares of SPDR Barclays Capital Convertible SecETF by 37.3% during the third quarter. Wells Fargo & Company MN now owns 3,197,097 shares of the exchange traded fund’s stock valued at $163,276,000 after buying an additional 869,268 shares during the period. Stifel Financial Corp increased its position in shares of SPDR Barclays Capital Convertible SecETF by 31.3% during the third quarter. Stifel Financial Corp now owns 206,464 shares of the exchange traded fund’s stock valued at $10,562,000 after buying an additional 49,230 shares during the period. Ameriprise Financial Inc. increased its position in shares of SPDR Barclays Capital Convertible SecETF by 14.4% during the second quarter. Ameriprise Financial Inc. now owns 799,933 shares of the exchange traded fund’s stock valued at $39,687,000 after buying an additional 100,863 shares during the period. Winfield Associates Inc. increased its position in shares of SPDR Barclays Capital Convertible SecETF by 2.7% during the third quarter. Winfield Associates Inc. now owns 87,359 shares of the exchange traded fund’s stock valued at $4,461,000 after buying an additional 2,269 shares during the period. Finally, Mountain Capital Investment Advisors Inc increased its position in shares of SPDR Barclays Capital Convertible SecETF by 18.6% during the third quarter. Mountain Capital Investment Advisors Inc now owns 85,964 shares of the exchange traded fund’s stock valued at $4,390,000 after buying an additional 13,495 shares during the period.

SPDR Barclays Capital Convertible SecETF (NYSEARCA CWB) traded down $0.81 during mid-day trading on Friday, hitting $51.82. 2,012,664 shares of the company traded hands, compared to its average volume of 1,347,794. SPDR Barclays Capital Convertible SecETF has a one year low of $47.03 and a one year high of $53.73.

The business also recently disclosed a monthly dividend, which will be paid on Wednesday, February 7th. Investors of record on Friday, February 2nd will be given a $0.0819 dividend. This represents a $0.98 annualized dividend and a dividend yield of 1.90%. The ex-dividend date is Thursday, February 1st.

Several equities research analysts have recently weighed in on the company. Scotiabank reiterated a “buy” rating and set a $42.00 price target on shares of SPDR Barclays Capital Convertible SecETF in a research report on Wednesday, November 22nd. BMO Capital Markets reiterated a “hold” rating and set a $33.00 price target on shares of SPDR Barclays Capital Convertible SecETF in a research report on Wednesday, November 15th. Finally, Canaccord Genuity reiterated a “hold” rating and set a $33.00 price target on shares of SPDR Barclays Capital Convertible SecETF in a research report on Tuesday, October 31st.

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SPDR Barclays Capital Convertible SecETF Company Profile

SPDR Barclays Convertible Securities ETF, formerly SPDR Barclays Capital Convertible Securities ETF, seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks United States convertible securities. In seeking to track the performance of the Barclays Capital U.S.

Institutional Ownership by Quarter for SPDR Barclays Capital Convertible SecETF (NYSEARCA:CWB)

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