Ancora Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Ancora Advisors’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	–	Sell	-202	Closed	-$18.5K	–	2086
2026 Q1	$18.5K	Buy	+202	New	+$18.9K	﹤0.01%	1566
2025 Q4	–	Sell	-55	Closed	-$4.98K	–	2453
2025 Q3	$4.98K	Hold	55	–	–	﹤0.01%	1500
2025 Q2	$4.55K	Hold	55	–	–	﹤0.01%	1508
2025 Q1	$4.21K	Hold	55	–	–	﹤0.01%	1453
2024 Q4	$4.28K	Sell	55 -343	-86%	-$27K	﹤0.01%	1486
2024 Q3	$30.5K	Hold	398	–	–	﹤0.01%	1107
2024 Q2	$28.7K	Hold	398	–	–	﹤0.01%	1084
2024 Q1	$29.1K	Hold	398	–	–	﹤0.01%	1111
2023 Q4	$28.7K	Hold	398	–	–	﹤0.01%	1091
2023 Q3	$27K	Hold	398	–	–	﹤0.01%	1077
2023 Q2	$27.8K	Hold	398	–	–	﹤0.01%	1051
2023 Q1	$26.7K	Hold	398	–	–	﹤0.01%	1061
2022 Q4	$26K	Buy	398 +343	+624%	+$22.3K	﹤0.01%	1110
2022 Q3	$3K	Hold	55	–	–	﹤0.01%	1724
2022 Q2	$4K	Hold	55	–	–	﹤0.01%	1789
2022 Q1	$4K	Hold	55	–	–	﹤0.01%	2003
2021 Q4	$5K	Hold	55	–	–	﹤0.01%	2032
2021 Q3	$5K	Hold	55	–	–	﹤0.01%	1895
2021 Q2	$5K	Hold	55	–	–	﹤0.01%	1684
2021 Q1	$5K	Sell	55 -70	-56%	-$6.05K	﹤0.01%	1542
2020 Q4	$10K	Sell	125 -36	-22%	-$2.72K	﹤0.01%	1195
2020 Q3	$11K	Hold	161	–	–	﹤0.01%	1122
2020 Q2	$10K	Hold	161	–	–	﹤0.01%	1110
2020 Q1	$8K	Buy	+161	New	+$8.76K	﹤0.01%	1216

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 22.96% 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

Ancora Advisors's CWB Position: Q2 2026 in Review

Ancora Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026, closing a stake of 202 shares — an estimated $18.5K sold.

Ancora Advisors first reported a position in CWB in Q1 2020 and held it in 24 quarters. The position peaked at $30.5K in Q3 2024. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Ancora Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2026 after selling out during the quarter.
Ancora Advisors sold 202 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $18.5K.
Ancora Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2020 and held it in 24 quarters.
Ancora Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $30.5K in Q3 2024.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.