Coppell Advisory Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
Coppell Advisory Solutions's CWB Position: Q2 2026 in Review
Coppell Advisory Solutions opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 977 shares worth $647K. The stake represents 0.05% of the portfolio and ranks #249 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in CWB as recently as Q4 2024.
Coppell Advisory Solutions first reported a position in CWB in Q4 2020 and has held it in 9 quarters since. The position peaked at $812K in Q2 2023. 563 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- Coppell Advisory Solutions held 977 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $647K as of Q2 2026.
- State Street SPDR Bloomberg Convertible Securities ETF was a new Coppell Advisory Solutions position in Q2 2026.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of Coppell Advisory Solutions's portfolio in Q2 2026, its #249 holding.
- Coppell Advisory Solutions first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and has held it in 9 quarters since.
- Coppell Advisory Solutions's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $812K in Q2 2023.
- 563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.