Spdr Bloomberg Convertible Etf Profile
| CWB Etf | USD 94.91 0.13 0.14% |
PerformanceGood
| Odds Of DistressLow
|
SPDR Bloomberg is trading at 94.91 as of the 19th of February 2026, a 0.14 percent increase since the beginning of the trading day. The etf's open price was 94.78. SPDR Bloomberg has less than a 9 % chance of experiencing financial distress in the next few years and had a good performance during the last 90 days. The performance scores are derived for the period starting the 21st of November 2025 and ending today, the 19th of February 2026. Click here to learn more.
The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. More on SPDR Bloomberg Convertible
Moving together with SPDR Etf
| 1.0 | ICVT | iShares Convertible Bond | PairCorr |
| 0.99 | FCVT | First Trust SSI | PairCorr |
| 0.83 | QCON | American Century Inv | PairCorr |
| 0.92 | ITWO | Proshares Russell 2000 | PairCorr |
Moving against SPDR Etf
SPDR Etf Highlights
| Thematic Idea | Corporate ETFs (View all Themes) |
| Old Name | Canadian Western Bank |
| Business Concentration | SP TSX Composite, Corporate ETFs, Convertibles, SPDR State Street Global Advisors (View all Sectors) |
| Issuer | SSgA |
| Inception Date | 2009-04-14 |
| Benchmark | Bloomberg US Convertible Liquid Bond Index |
| Entity Type | Regulated Investment Company |
| Asset Under Management | 5.08 Billion |
| Average Trading Volume | 842,136.4 |
| Asset Type | Fixed Income |
| Category | Corporate |
| Focus | Convertibles |
| Market Concentration | Developed Markets |
| Region | North America |
| Administrator | SSgA Funds Management, Inc. |
| Advisor | SSgA Funds Management, Inc. |
| Custodian | State Street Bank and Trust Company |
| Distributor | State Street Global Advisors Funds Distributors, LLC |
| Portfolio Manager | Michael Brunell, Christopher DiStefano |
| Transfer Agent | State Street Bank and Trust Company |
| Fiscal Year End | 30-Apr |
| Exchange | NYSE Arca, Inc. |
| Number of Constituents | 339 |
| Market Maker | Virtu Financial |
| Total Expense | 0.4 |
| Management Fee | 0.4 |
| Country Name | USA |
| Returns Y T D | 6.5 |
| Name | SPDR Bloomberg Convertible Securities ETF |
| Currency Code | USD |
| Open Figi | BBG000FTQMS2 |
| In Threey Volatility | 10.24 |
| 1y Volatility | 9.58 |
| 200 Day M A | 87.4813 |
| 50 Day M A | 92.1322 |
| Code | CWB |
| Updated At | 19th of February 2026 |
| Currency Name | US Dollar |
SPDR Bloomberg Convertible [CWB] is traded in USA and was established 2009-04-14. The fund is classified under Convertibles category within SPDR State Street Global Advisors family. The entity is thematically classified as Corporate ETFs. SPDR Bloomberg Conve currently have 4.07 B in assets under management (AUM). , while the total return for the last 3 years was 13.7%.
Check SPDR Bloomberg Probability Of Bankruptcy
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on SPDR Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding SPDR Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as SPDR Bloomberg Convertible Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
SPDR Bloomberg Top Holders
| BTSAX | Bts Managed Income | Mutual Fund | Nontraditional Bond | |
| GJRTX | Goldman Sachs Absolute | Mutual Fund | Multistrategy | |
| PCCFX | Prudential Income Builder | Mutual Fund | Allocation--50% to 70% Equity | |
| KTRAX | Deutsche Global Income | Mutual Fund | World Allocation | |
| DWANX | Arrow Dwa Balanced | Mutual Fund | Tactical Allocation | |
| GARUX | Goldman Sachs Absolute | Mutual Fund | Multistrategy | |
| SYMAX | Alphacentric Symmetry Strategy | Mutual Fund | Multistrategy | |
| GSRTX | Goldman Sachs Absolute | Mutual Fund | Multistrategy |
SPDR Bloomberg Conve Risk Profiles
The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in SPDR Bloomberg. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures.
| Mean Deviation | 0.6995 | |||
| Semi Deviation | 0.8782 | |||
| Standard Deviation | 0.9421 | |||
| Variance | 0.8876 |
SPDR Bloomberg Conve Technical Analysis
Transformation |
The output start index for this execution was zero with a total number of output elements of sixty-one. SPDR Bloomberg Conve Tanh Of Price Series is a hyperbolic price transformation function.
SPDR Bloomberg Against Markets
SPDR Etf Analysis Notes
SPDR Bloomberg is is formed as Regulated Investment Company in the United States. ETF is managed and operated by SSgA Funds Management, Inc.. The fund has 339 constituents with avarage daily trading value of 842.1 K. The fund charges 0.4 percent management fee with a total expences of 0.4 percent of total asset. The fund generated returns of 3.0% over the last ten years. SPDR Bloomberg Conve holds most of the assets under management (AUM) in different types of exotic instruments. This fund last dividend was 0.0904 per share. The fund generally invests substantially all, but at least 80, of its total assets in the securities comprising the index and in securities that the Adviser determines have economic characteristics that are substantially identical to the economic characteristics of the securities that comprise the index. Convertible Secs is traded on NYSEARCA Exchange in the United States. For more info on SPDR Bloomberg Convertible please contact the company at 780 423-8897 or go to www.cwb.com.SPDR Bloomberg Conve Investment Alerts
Many investors view ongoing market volatility as an opportunity to purchase more etfs at a favorable price or short it to generate a bearish trend profit opportunity. If you are one of those investors, make sure you clearly understand the position you are entering. SPDR Bloomberg's investment alerts are automatically generated signals that are significant enough to either complement your investing judgment regarding SPDR Bloomberg Convertible or challenge it. These alerts can help you understand what you are buying and avoid costly mistakes.
| Latest headline from thelincolnianonline.com: Atria Investments Inc Sells 9,449 Shares of SPDR Bloomberg Convertible Securities ETF CWB | |
| The fund holds most of the assets under management (AUM) in different types of exotic instruments. |
SPDR Bloomberg Thematic Classifications
In addition to having SPDR Bloomberg etf in your portfolios, you can add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your favorite investment opportunity, you can then obtain an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility. If you are a result-oriented investor, you can benefit from optimizing one of our existing themes to build an efficient portfolio against your specific investing outlook.
 | Corporate ETFsUSA ETFs from Corporate clasification |
Management Efficiency
SPDR Bloomberg's management efficiency ratios could be used to measure how well SPDR Bloomberg manages its routine affairs as well as how well it operates its assets and liabilities.Effective management at SPDR Bloomberg has been a driving force behind its market achievements. We assess the correlation between management practices and financial success to determine the stock's value.
Returns 3 Y 13.77 | Returns 5 Y 2.91 | Returns 1 Y 18.43 | Total Assets 5.2 B | Yield 1.62 |
Top SPDR Bloomberg Convertible Etf Constituents
| BAC-PL | Bank of America | Preferred Stock | |
| APO-P-A | Apollo Global Management | Preferred Stock | |
| WFC-PL | Wells Fargo | Preferred Stock | |
| MCHPP | Microchip Technology Incorporated | Stock |
Institutional Etf Holders for SPDR Bloomberg
Have you ever been surprised when a price of an equity instrument such as SPDR Bloomberg is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading SPDR Bloomberg Convertible backward and forwards among themselves. SPDR Bloomberg's institutional investor refers to the entity that pools money to purchase SPDR Bloomberg's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| BTSAX | Bts Managed Income | Mutual Fund | Nontraditional Bond | |
| GJRTX | Goldman Sachs Absolute | Mutual Fund | Multistrategy | |
| PCCFX | Prudential Income Builder | Mutual Fund | Allocation--50% to 70% Equity | |
| KTRAX | Deutsche Global Income | Mutual Fund | World Allocation | |
| DWANX | Arrow Dwa Balanced | Mutual Fund | Tactical Allocation | |
| GARUX | Goldman Sachs Absolute | Mutual Fund | Multistrategy | |
| SYMAX | Alphacentric Symmetry Strategy | Mutual Fund | Multistrategy | |
| GSRTX | Goldman Sachs Absolute | Mutual Fund | Multistrategy |
SPDR Bloomberg Conve Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific SPDR Bloomberg insiders, such as employees or executives, is commonly permitted as long as it does not rely on SPDR Bloomberg's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases SPDR Bloomberg insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Gabelli Asset Management Inc Et Al over six months ago Discretionary transaction by Gabelli Asset Management Inc Et Al of tradable shares of SPDR Bloomberg subject to Rule 16b-3 | ||
Gabelli Asset Management Inc Et Al over a year ago Discretionary transaction by Gabelli Asset Management Inc Et Al of tradable shares of SPDR Bloomberg subject to Rule 16b-3 |
SPDR Bloomberg Outstanding Bonds
SPDR Bloomberg issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. SPDR Bloomberg Conve uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most SPDR bonds can be classified according to their maturity, which is the date when SPDR Bloomberg Convertible has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| US7846ELAD98 Corp BondUS7846ELAD98 | View | |
| SSC Technologies 55 Corp BondUS78466CAC01 | View | |
| US7846ELAE71 Corp BondUS7846ELAE71 | View | |
| MPLX LP 4125 Corp BondUS55336VAK61 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3971 Corp BondUS61744YAL20 | View | |
| Valero Energy Partners Corp BondUS91914JAA07 | View |
SPDR Bloomberg Predictive Daily Indicators
SPDR Bloomberg intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of SPDR Bloomberg etf daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
SPDR Bloomberg Forecast Models
SPDR Bloomberg's time-series forecasting models are one of many SPDR Bloomberg's etf analysis techniques aimed at predicting future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary SPDR Bloomberg's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in SPDR Bloomberg Convertible. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in private. You can also try the Latest Portfolios module to quick portfolio dashboard that showcases your latest portfolios.
Investors evaluate SPDR Bloomberg Conve using market value (trading price) and book value (balance sheet equity), each telling a different story. Calculating SPDR Bloomberg's intrinsic value - the estimated true worth - helps identify when the stock trades at a discount or premium to fair value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. External factors like market trends, sector rotation, and investor psychology can cause SPDR Bloomberg's market price to deviate significantly from intrinsic value.
It's important to distinguish between SPDR Bloomberg's intrinsic value and market price, which are calculated using different methodologies. Investment decisions regarding SPDR Bloomberg should consider multiple factors including financial performance, growth metrics, competitive position, and professional analysis. Conversely, SPDR Bloomberg's market price signifies the transaction level at which participants voluntarily complete trades.