Annex Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
Annex Advisory Services's CWB Position: Q3 2026 in Review
Annex Advisory Services increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.43% in Q3 2026, buying an estimated $2.68K and bringing the position to 6,046 shares worth $612K. The position accounts for 0.01% of the portfolio, ranked #249.
Annex Advisory Services first reported a position in CWB in Q4 2025 and has held it in 4 quarters since. The position peaked at $649K in Q2 2026. 140 funds tracked by Wall St. Rank hold CWB as of Q3 2026.
- Annex Advisory Services held 6,046 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $612K as of Q3 2026.
- Annex Advisory Services bought 26 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $2.68K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Annex Advisory Services's portfolio in Q3 2026, its #249 holding.
- Annex Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 4 quarters since.
- Annex Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $649K in Q2 2026.
- 140 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.
Based on Annex Advisory Services's 13F filing for Q3 2026, filed 16 Oct 2026.