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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.19M Buy
11,006
+9,569
+666% +$992K 0.01% 1121
2026
Q1
$132K Buy
1,437
+1,100
+326% +$103K ﹤0.01% 1259
2025
Q4
$30.1K Buy
+337
New +$30.6K ﹤0.01% 1895
2025
Q3
Sell
-337
Closed -$27.9K 3725
2025
Q2
$27.9K Hold
337
﹤0.01% 1517
2025
Q1
$25.8K Buy
+337
New +$26.6K ﹤0.01% 1200

Other funds holding CWB

Arax Advisory Partners's CWB Position: Q2 2026 in Review

Arax Advisory Partners increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 666% in Q2 2026, buying an estimated $992K and bringing the position to 11,006 shares worth $1.19M. The position accounts for 0.01% of the portfolio, ranked #1121.

Arax Advisory Partners first reported a position in CWB in Q1 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Arax Advisory Partners held 11,006 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.19M as of Q2 2026.
  • Arax Advisory Partners bought 9,569 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $992K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1121 holding.
  • Arax Advisory Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2025 and has held it in 5 quarters since.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.