SPDR Bloomberg Convertible Securities ETF $CWB Stock Holdings Lifted by Optivise Advisory Services LLC

Optivise Advisory Services LLC boosted its holdings in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) by 1.2% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 47,743 shares of the exchange traded fund’s stock after buying an additional 575 shares during the quarter. SPDR Bloomberg Convertible Securities ETF makes up approximately 2.0% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 7th biggest holding. Optivise Advisory Services LLC owned about 0.10% of SPDR Bloomberg Convertible Securities ETF worth $3,946,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of CWB. Austin Private Wealth LLC increased its holdings in shares of SPDR Bloomberg Convertible Securities ETF by 4.9% in the 2nd quarter. Austin Private Wealth LLC now owns 3,254 shares of the exchange traded fund’s stock valued at $269,000 after acquiring an additional 151 shares during the period. Hazlett Burt & Watson Inc. grew its stake in SPDR Bloomberg Convertible Securities ETF by 11.0% in the second quarter. Hazlett Burt & Watson Inc. now owns 1,529 shares of the exchange traded fund’s stock valued at $124,000 after purchasing an additional 152 shares during the last quarter. Avidian Wealth Enterprises LLC grew its stake in SPDR Bloomberg Convertible Securities ETF by 3.3% in the second quarter. Avidian Wealth Enterprises LLC now owns 4,949 shares of the exchange traded fund’s stock valued at $409,000 after purchasing an additional 157 shares during the last quarter. Farrell Financial LLC grew its stake in SPDR Bloomberg Convertible Securities ETF by 1.2% in the second quarter. Farrell Financial LLC now owns 13,252 shares of the exchange traded fund’s stock valued at $1,095,000 after purchasing an additional 159 shares during the last quarter. Finally, M3 Advisory Group LLC grew its stake in SPDR Bloomberg Convertible Securities ETF by 1.7% in the second quarter. M3 Advisory Group LLC now owns 10,267 shares of the exchange traded fund’s stock valued at $849,000 after purchasing an additional 167 shares during the last quarter.

SPDR Bloomberg Convertible Securities ETF Stock Up 0.1%

Shares of SPDR Bloomberg Convertible Securities ETF stock opened at $93.29 on Tuesday. The firm’s 50 day moving average price is $90.26 and its 200-day moving average price is $84.73. SPDR Bloomberg Convertible Securities ETF has a 52-week low of $70.56 and a 52-week high of $94.94.

SPDR Bloomberg Convertible Securities ETF 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.