Boston Family Office’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Boston Family Office’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	$378K	Hold	3,510	–	–	0.02%	248
2026 Q1	$321K	Hold	3,510	–	–	0.02%	265
2025 Q4	$313K	Hold	3,510	–	–	0.02%	257
2025 Q3	$318K	Hold	3,510	–	–	0.02%	244
2025 Q2	$290K	Hold	3,510	–	–	0.02%	245
2025 Q1	$269K	Hold	3,510	–	–	0.02%	246
2024 Q4	$273K	Hold	3,510	–	–	0.02%	241
2024 Q3	$269K	Hold	3,510	–	–	0.02%	240
2024 Q2	$253K	Hold	3,510	–	–	0.02%	236
2024 Q1	$256K	Hold	3,510	–	–	0.02%	236
2023 Q4	$253K	Hold	3,510	–	–	0.02%	232
2023 Q3	$238K	Hold	3,510	–	–	0.02%	230
2023 Q2	$246K	Hold	3,510	–	–	0.02%	234
2023 Q1	$236K	Hold	3,510	–	–	0.02%	239
2022 Q4	$226K	Hold	3,510	–	–	0.02%	252
2022 Q3	$222K	Hold	3,510	–	–	0.02%	250
2022 Q2	$227K	Hold	3,510	–	–	0.02%	255
2022 Q1	$270K	Hold	3,510	–	–	0.02%	256
2021 Q4	$291K	Hold	3,510	–	–	0.02%	248
2021 Q3	$300K	Hold	3,510	–	–	0.02%	244
2021 Q2	$304K	Hold	3,510	–	–	0.02%	241
2021 Q1	$292K	Hold	3,510	–	–	0.02%	240
2020 Q4	$291K	Buy	+3,510	New	+$265K	0.02%	236

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

Boston Family Office's CWB Position: Q2 2026 in Review

Boston Family Office held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 3,510 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #248.

Boston Family Office first reported a position in CWB in Q4 2020 and has held it in 23 quarters since. 564 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Boston Family Office held 3,510 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $378K as of Q2 2026.
Boston Family Office left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Boston Family Office's portfolio in Q2 2026, its #248 holding.
Boston Family Office first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and has held it in 23 quarters since.
564 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Boston Family Office's 13F filing for Q2 2026, filed 12 Aug 2026.