Center for Financial Planning’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Center for Financial Planning’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	$30.6K	Hold	284	–	–	﹤0.01%	381
2026 Q1	$26K	Hold	284	–	–	﹤0.01%	387
2025 Q4	$25.3K	Hold	284	–	–	﹤0.01%	385
2025 Q3	$25.7K	Hold	284	–	–	﹤0.01%	388
2025 Q2	$23.5K	Hold	284	–	–	﹤0.01%	379
2025 Q1	$21.8K	Buy	284 +264	+1,320%	+$20.9K	﹤0.01%	381
2024 Q4	$1.56K	Buy	+20	New	+$1.58K	﹤0.01%	559

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

Center for Financial Planning's CWB Position: Q2 2026 in Review

Center for Financial Planning held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 284 shares worth $30.6K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Center for Financial Planning first reported a position in CWB in Q4 2024 and has held it in 7 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Center for Financial Planning held 284 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $30.6K as of Q2 2026.
Center for Financial Planning left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #381 holding.
Center for Financial Planning first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and has held it in 7 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.