CIBC Private Wealth Group
CWB icon

CIBC Private Wealth Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

CIBC Private Wealth Group’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
Q4 		$232K Sell
2,603
-389
-13% -$35.4K ﹤0.01% 1129
2025
Q3 		$271K Sell
2,992
-25
-0.8% -$2.15K ﹤0.01% 1053
2025
Q2 		$249K Sell
3,017
-1,782
-37% -$140K ﹤0.01% 1032
2025
Q1 		$345K Buy
4,799
+183
+4% +$14.5K ﹤0.01% 917
2024
Q4 		$362K Buy
4,616
+721
+19% +$56.9K ﹤0.01% 957
2024
Q3 		$298K Sell
3,895
-2
-0.1% -$147 ﹤0.01% 1027
2024
Q2 		$282K Sell
3,897
-383
-9% -$27.4K ﹤0.01% 974
2024
Q1 		$311K Buy
4,280
+1,106
+35% +$79.2K ﹤0.01% 960
2023
Q4 		$229K Sell
3,174
-3
-0.1% -$204 ﹤0.01% 1023
2023
Q3 		$215K Buy
+3,177
New +$221K ﹤0.01% 983
2022
Q3 		– Sell
-6,345
Closed -$410K – 965
2022
Q2 		$410K Hold
6,345
– – ﹤0.01% 742
2022
Q1 		$488K Sell
6,345
-31
-0.5% -$2.37K ﹤0.01% 753
2021
Q4 		$529K Buy
+6,376
New +$546K ﹤0.01% 765
2021
Q3 		– Sell
-3,083
Closed -$267K – 950
2021
Q2 		$267K Sell
3,083
-26
-0.8% -$2.2K ﹤0.01% 929
2021
Q1 		$259K Sell
3,109
-2
-0.1% -$173 ﹤0.01% 938
2020
Q4 		$258K Sell
3,111
-244
-7% -$18.4K ﹤0.01% 897
2020
Q3 		$203K Buy
+3,355
New +$223K ﹤0.01% 843

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CIBC Private Wealth Group's CWB Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 13% in Q4 2025, selling an estimated $35.4K and leaving 2,603 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CIBC Private Wealth Group first reported a position in CWB in Q3 2020 and has held it in 17 quarters since. The position peaked at $529K in Q4 2021. 507 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

  • CIBC Private Wealth Group held 2,603 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $232K as of Q4 2025.
  • CIBC Private Wealth Group sold 389 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $35.4K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1129 holding.
  • CIBC Private Wealth Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2020 and has held it in 17 quarters since.
  • CIBC Private Wealth Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $529K in Q4 2021.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.