Discipline Wealth Solutions LLC Acquires 76,065 Shares of SPDR Bloomberg Convertible Securities ETF $CWB

Discipline Wealth Solutions LLC boosted its stake in shares of SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) by 2,039.8% in the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 79,794 shares of the exchange traded fund’s stock after buying an additional 76,065 shares during the quarter. Discipline Wealth Solutions LLC’s holdings in SPDR Bloomberg Convertible Securities ETF were worth $7,303,000 as of its most recent SEC filing.

Other large investors have also bought and sold shares of the company. High Point Wealth Management LLC purchased a new stake in SPDR Bloomberg Convertible Securities ETF in the 4th quarter worth about $26,000. Arax Advisory Partners bought a new stake in SPDR Bloomberg Convertible Securities ETF during the 4th quarter worth approximately $30,000. Annis Gardner Whiting Capital Advisors LLC bought a new position in shares of SPDR Bloomberg Convertible Securities ETF in the fourth quarter worth $36,000. Highline Wealth Partners LLC bought a new position in SPDR Bloomberg Convertible Securities ETF in the 4th quarter worth about $39,000. Finally, Copia Wealth Management bought a new position in shares of SPDR Bloomberg Convertible Securities ETF in the fourth quarter worth approximately $43,000.

SPDR Bloomberg Convertible Securities ETF Stock Performance

SPDR Bloomberg Convertible Securities ETF stock opened at $110.42 on Tuesday. The firm’s fifty day moving average price is $104.58 and its 200-day moving average price is $96.86. SPDR Bloomberg Convertible Securities ETF has a fifty-two week low of $80.00 and a fifty-two week high of $112.02.

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. Convertible Bond >$500MM Index (the Index), the Fund employs a sampling strategy, which means that the Fund is not required to purchase all of the securities represented in the Index.