Ameritas Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
Ameritas Advisory Services's CWB Position: Q1 2026 in Review
Ameritas Advisory Services reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 11% in Q1 2026, selling an estimated $77K and leaving 6,677 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #515.
Ameritas Advisory Services first reported a position in CWB in Q1 2023 and has held it in 7 quarters since. The position peaked at $5.32M in Q1 2025. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.
- Ameritas Advisory Services held 6,677 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $611K as of Q1 2026.
- Ameritas Advisory Services sold 825 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $77K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Ameritas Advisory Services's portfolio in Q1 2026, its #515 holding.
- Ameritas Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2023 and has held it in 7 quarters since.
- Ameritas Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $5.32M in Q1 2025.
- 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.
Based on Ameritas Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.