Private Trust Co. NA Has $435,000 Position in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB)

Private Trust Co. NA lifted its holdings in SPDR Bloomberg Convertible Securities ETF (NYSEARCA:CWB) by 37.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 5,677 shares of the exchange traded fund’s stock after buying an additional 1,558 shares during the period. Private Trust Co. NA’s holdings in SPDR Bloomberg Convertible Securities ETF were worth $435,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the business. EverSource Wealth Advisors LLC grew its stake in SPDR Bloomberg Convertible Securities ETF by 291.8% during the 1st quarter. EverSource Wealth Advisors LLC now owns 380 shares of the exchange traded fund’s stock valued at $27,000 after acquiring an additional 283 shares in the last quarter. ORG Partners LLC acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the second quarter worth approximately $53,000. Prime Capital Investment Advisors LLC grew its position in SPDR Bloomberg Convertible Securities ETF by 30.3% during the third quarter. Prime Capital Investment Advisors LLC now owns 4,187 shares of the exchange traded fund’s stock valued at $321,000 after purchasing an additional 974 shares in the last quarter. Concourse Financial Group Securities Inc. increased its stake in SPDR Bloomberg Convertible Securities ETF by 106.6% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 1,907 shares of the exchange traded fund’s stock valued at $146,000 after buying an additional 984 shares during the period. Finally, Future Financial Wealth Managment LLC acquired a new stake in shares of SPDR Bloomberg Convertible Securities ETF during the 3rd quarter valued at $77,000.

SPDR Bloomberg Convertible Securities ETF Stock Up 0.3 %

NYSEARCA CWB opened at $81.56 on Thursday. SPDR Bloomberg Convertible Securities ETF has a 1-year low of $67.58 and a 1-year high of $81.89. The firm’s fifty day simple moving average is $77.64 and its 200-day simple moving average is $74.40.

SPDR Bloomberg 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.