Morningstar Investment Management LLC Decreases Stock Holdings in SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB)

Morningstar Investment Management LLC trimmed its position in shares of SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB) by 18.7% during the 2nd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 144,739 shares of the exchange traded fund’s stock after selling 33,235 shares during the period. SPDR Bloomberg Barclays Convertible Securities ETF makes up approximately 2.4% of Morningstar Investment Management LLC’s holdings, making the stock its 11th biggest holding. Morningstar Investment Management LLC’s holdings in SPDR Bloomberg Barclays Convertible Securities ETF were worth $7,652,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently modified their holdings of the company. Envestnet Asset Management Inc. raised its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF by 70.8% during the 1st quarter. Envestnet Asset Management Inc. now owns 895,626 shares of the exchange traded fund’s stock worth $46,796,000 after acquiring an additional 371,148 shares in the last quarter. Conservest Capital Advisors Inc. raised its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF by 2.6% during the 2nd quarter. Conservest Capital Advisors Inc. now owns 880,295 shares of the exchange traded fund’s stock worth $46,541,000 after acquiring an additional 22,383 shares in the last quarter. Cambridge Investment Research Advisors Inc. raised its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF by 5.8% during the 1st quarter. Cambridge Investment Research Advisors Inc. now owns 400,013 shares of the exchange traded fund’s stock worth $20,901,000 after acquiring an additional 21,781 shares in the last quarter. Oppenheimer Asset Management Inc. raised its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF by 1.5% during the 1st quarter. Oppenheimer Asset Management Inc. now owns 359,052 shares of the exchange traded fund’s stock worth $18,760,000 after acquiring an additional 5,157 shares in the last quarter. Finally, Advisor Group Inc. raised its holdings in shares of SPDR Bloomberg Barclays Convertible Securities ETF by 17.7% during the 2nd quarter. Advisor Group Inc. now owns 270,669 shares of the exchange traded fund’s stock worth $14,311,000 after acquiring an additional 40,744 shares in the last quarter.

Shares of CWB traded up $0.10 during mid-day trading on Wednesday, hitting $52.81. 10,208 shares of the stock were exchanged, compared to its average volume of 873,593. SPDR Bloomberg Barclays Convertible Securities ETF has a 52-week low of $45.13 and a 52-week high of $54.53. The firm has a 50-day moving average of $53.24 and a two-hundred day moving average of $52.41.

SPDR Bloomberg Barclays 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.

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Want to see what other hedge funds are holding CWB? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB).

Institutional Ownership by Quarter for SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB)

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