Atticus Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Atticus Wealth Management’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
2025 Q3	–	Sell	-756	Closed	-$62.5K	–	296
2025 Q2	$62.5K	Buy	756 +4	+0.5%	+$314	0.02%	293
2025 Q1	$57.6K	Buy	752 +2	+0.3%	+$158	0.02%	220
2024 Q4	$58.4K	Buy	750 +6	+0.8%	+$473	0.02%	230
2024 Q3	$57K	Buy	+744	New	+$54.7K	0.02%	230

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Atticus Wealth Management's CWB Position: Q3 2025 in Review

Atticus Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2025, closing a stake of 756 shares — an estimated $62.5K sold.

Atticus Wealth Management first reported a position in CWB in Q3 2024 and held it in 4 quarters. The position peaked at $62.5K in Q2 2025. 486 funds tracked by Wall St. Rank hold CWB as of Q3 2025.

Atticus Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 756 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2025, an estimated $62.5K.
Atticus Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2024 and held it in 4 quarters.
Atticus Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $62.5K in Q2 2025.
486 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.