CWB β€” SPDR SER TR BARCLAYS CONV

Ownership history in Ancora Advisors LLC  Β·  23 quarters on record

AI Ownership Summary

Ancora Advisors LLC reported SPDR SER TR BARCLAYS CONV (CWB) in 23 quarterly 13F filings from 2023 Q4 through 2025 Q3. The latest visible filing shows CWB at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CWB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ancora Advisors LLC's position in SPDR SER TR BARCLAYS CONV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CWB was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ancora Advisors LLC held CWB β€” position size vs. price
% of Fund (quarterly)    CWB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED 55 β€” 0% 0.00% $5K 2025-11-14 $87.98
2025 Q2 UNCHANGED 55 β€” 0% 0.00% $5K 2025-08-14 $84.48
2025 Q1 UNCHANGED 55 β€” 0% 0.00% $4K 2025-05-15 $79.32
2024 Q4 REDUCED 55 -343 -86.2% 0.00% $4K 2025-02-14 $79.76
2024 Q3 UNCHANGED 398 β€” 0% 0.00% $30K 2024-11-14 $76.84
2024 Q2 UNCHANGED 398 β€” 0% 0.00% $29K 2024-08-14 $70.17
2024 Q1 UNCHANGED 398 β€” 0% 0.00% $29K 2024-05-16 $69.96
2023 Q4 UNCHANGED 398 β€” 0% 0.00% $29K 2024-02-14 $69.26
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Ancora Advisors LLC and CWB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ancora Advisors LLC reported owning CWB?

Ancora Advisors LLC reported CWB across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

What was the largest reported CWB position in Ancora Advisors LLC's portfolio?

The largest reported portfolio weight for CWB was 0.00% in 2024 Q2.

What is the latest reported CWB position on this page?

The most recent filing on this page is 2025 Q3, when Ancora Advisors LLC reported 55 shares, equal to 0.00% of portfolio, with an estimated market value of $5K.

What does the chart on this CWB ownership page compare?

The chart compares Ancora Advisors LLC's quarterly CWB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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