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

Ameritas Investment 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	$24.3K	Hold	225	–	–	﹤0.01%	2653
2026 Q1	$20.6K	Buy	225 +1	+0.4%	+$93	﹤0.01%	2583
2025 Q4	$20K	Buy	224 +1	+0.4%	+$91	﹤0.01%	2642
2025 Q3	$20.2K	Buy	223 +1	+0.5%	+$86	﹤0.01%	2660
2025 Q2	$18.3K	Buy	222 +1	+0.5%	+$79	﹤0.01%	2700
2025 Q1	$16.9K	Buy	221 +1	+0.5%	+$79	﹤0.01%	2626
2024 Q4	$17.1K	Buy	220 +2	+0.9%	+$158	﹤0.01%	2697
2024 Q3	$16.7K	Buy	218 +1	+0.5%	+$73	﹤0.01%	2731
2024 Q2	$15.7K	Hold	217	–	–	﹤0.01%	2723
2024 Q1	$15.8K	Buy	217 +1	+0.5%	+$72	﹤0.01%	2660
2023 Q4	$15.6K	Buy	216 +2	+0.9%	+$136	﹤0.01%	2695
2023 Q3	$14.5K	Buy	214 +1	+0.5%	+$70	﹤0.01%	2678
2023 Q2	$14.9K	Buy	213 +1	+0.5%	+$67	﹤0.01%	2717
2023 Q1	$14.2K	Buy	212 +1	+0.5%	+$67	﹤0.01%	2586
2022 Q4	$13.6K	Buy	211 +2	+1%	+$130	﹤0.01%	2718
2022 Q3	$13K	Buy	209 +1	+0.5%	+$67	﹤0.01%	2703
2022 Q2	$13K	Hold	208	–	–	﹤0.01%	2744
2022 Q1	$15K	Buy	208 +1	+0.5%	+$77	﹤0.01%	2663
2021 Q4	$17K	Buy	207 +2	+1%	+$171	﹤0.01%	2707
2021 Q3	$17K	Buy	205 +1	+0.5%	+$86	﹤0.01%	2768
2021 Q2	$17K	Hold	204	–	–	﹤0.01%	2809
2021 Q1	$16K	Buy	204 +1	+0.5%	+$86	﹤0.01%	2651
2020 Q4	$16K	Buy	203 +3	+2%	+$226	﹤0.01%	2574
2020 Q3	$13K	Buy	200 +1	+0.5%	+$66	﹤0.01%	2587
2020 Q2	$12K	Buy	199 +1	+0.5%	+$55	﹤0.01%	2619
2020 Q1	$9K	Buy	+198	New	+$10.8K	﹤0.01%	2588
2019 Q3	–	Sell	-482	Closed	-$25K	–	3059
2019 Q2	$25K	Buy	+482	New	+$25.2K	﹤0.01%	2311

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

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

Ameritas Investment Partners's CWB Position: Q2 2026 in Review

Ameritas Investment Partners held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 225 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2653.

Ameritas Investment Partners first reported a position in CWB in Q2 2019 and has held it in 27 quarters since. The position peaked at $25K in Q2 2019. 565 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Ameritas Investment Partners held 225 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $24.3K as of Q2 2026.
Ameritas Investment Partners left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Ameritas Investment Partners's portfolio in Q2 2026, its #2653 holding.
Ameritas Investment Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2019 and has held it in 27 quarters since.
Ameritas Investment Partners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $25K in Q2 2019.
565 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Ameritas Investment Partners's 13F filing for Q2 2026, filed 13 Aug 2026.