Americana Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Americana Partners’s Portfolio CWB Stock Details CWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$226K	Buy	+2,097	New	+$217K	0.01%	557
2020 Q1	–	Sell	-10,000	Closed	-$555K	–	196
2019 Q4	$555K	Buy	+10,000	New	+$538K	0.31%	46

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Americana Partners's CWB Position: Q2 2026 in Review

Americana Partners opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 2,097 shares worth $226K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Americana Partners previously reported a position in CWB as recently as Q4 2019.

Americana Partners first reported a position in CWB in Q4 2019 and has held it in 2 quarters since. The position peaked at $555K in Q4 2019. 565 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Americana Partners held 2,097 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $226K as of Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new Americana Partners position in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Americana Partners's portfolio in Q2 2026, its #557 holding.
Americana Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2019 and has held it in 2 quarters since.
Americana Partners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $555K in Q4 2019.
565 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.