SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB) Shares Sold by Appleton Group LLC

Appleton Group LLC trimmed its holdings in SPDR Bloomberg Barclays Convertible Securities ETF (NYSEARCA:CWB) by 16.0% in the third quarter, HoldingsChannel.com reports. The institutional investor owned 83,118 shares of the exchange traded fund’s stock after selling 15,870 shares during the period. SPDR Bloomberg Barclays Convertible Securities ETF comprises 5.1% of Appleton Group LLC’s holdings, making the stock its 6th biggest position. Appleton Group LLC’s holdings in SPDR Bloomberg Barclays Convertible Securities ETF were worth $4,360,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. New England Private Wealth Advisors LLC lifted its holdings in SPDR Bloomberg Barclays Convertible Securities ETF by 0.4% during the 2nd quarter. New England Private Wealth Advisors LLC now owns 58,567 shares of the exchange traded fund’s stock worth $3,097,000 after purchasing an additional 212 shares during the last quarter. IMA Wealth Inc. raised its holdings in SPDR Bloomberg Barclays Convertible Securities ETF by 7.5% in the 2nd quarter. IMA Wealth Inc. now owns 3,064 shares of the exchange traded fund’s stock valued at $162,000 after acquiring an additional 215 shares in the last quarter. AdvisorNet Financial Inc raised its holdings in SPDR Bloomberg Barclays Convertible Securities ETF by 3.2% in the 2nd quarter. AdvisorNet Financial Inc now owns 7,352 shares of the exchange traded fund’s stock valued at $389,000 after acquiring an additional 231 shares in the last quarter. Private Advisor Group LLC raised its holdings in SPDR Bloomberg Barclays Convertible Securities ETF by 0.4% in the 2nd quarter. Private Advisor Group LLC now owns 63,723 shares of the exchange traded fund’s stock valued at $3,369,000 after acquiring an additional 236 shares in the last quarter. Finally, Chicago Partners Investment Group LLC raised its holdings in SPDR Bloomberg Barclays Convertible Securities ETF by 0.3% in the 2nd quarter. Chicago Partners Investment Group LLC now owns 86,265 shares of the exchange traded fund’s stock valued at $4,626,000 after acquiring an additional 249 shares in the last quarter.

NYSEARCA CWB traded down $0.26 during midday trading on Wednesday, hitting $52.75. The company had a trading volume of 14,223 shares, compared to its average volume of 815,729. The firm has a 50-day moving average price of $52.63 and a 200-day moving average price of $52.65. SPDR Bloomberg Barclays Convertible Securities ETF has a twelve month low of $45.13 and a twelve month high of $54.22.

SPDR Bloomberg Barclays Convertible Securities ETF 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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