CI
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CX Institutional’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

CX Institutional’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 		$150K Sell
1,393
-1,767
-56% -$183K ﹤0.01% 795
2026
Q1 		$289K Sell
3,160
-23
-0.7% -$2.15K 0.01% 615
2025
Q4 		$284K Sell
3,183
-7,441
-70% -$676K 0.01% 598
2025
Q3 		$961K Buy
+10,624
New +$914K 0.03% 306

Other funds holding CWB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
FB
Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return
HCM
HMS Capital Management Nashville, Tennessee $267M AUM 44.47% 1-Year Est. Return

CX Institutional's CWB Position: Q2 2026 in Review

CX Institutional reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 56% in Q2 2026, selling an estimated $183K and leaving 1,393 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

CX Institutional first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. The position peaked at $961K in Q3 2025. 128 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • CX Institutional held 1,393 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $150K as of Q2 2026.
  • CX Institutional sold 1,767 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $183K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #795 holding.
  • CX Institutional first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $961K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.