BRM
CWB icon

Boston Research & Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Boston Research & 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
2026
Q2 		$217K Buy
+2,009
New +$208K 0.05% 119

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Boston Research & Management's CWB Position: Q2 2026 in Review

Boston Research & Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 2,009 shares worth $217K. The stake represents 0.05% of the portfolio and ranks #119 among its holdings.

561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Boston Research & Management held 2,009 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $217K as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Boston Research & Management position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of Boston Research & Management's portfolio in Q2 2026, its #119 holding.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Boston Research & Management's 13F filing for Q2 2026, filed 11 Aug 2026.