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Ethos Financial Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Ethos Financial 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
2026
Q2 		$2.55M Buy
+25,910
New +$2.69M 0.17% 116

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

Ethos Financial Group's CWB Position: Q2 2026 in Review

Ethos Financial Group opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 25,910 shares worth $2.55M. The stake represents 0.17% of the portfolio and ranks #116 among its holdings.

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

  • Ethos Financial Group held 25,910 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $2.55M as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Ethos Financial Group position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.17% of Ethos Financial Group's portfolio in Q2 2026, its #116 holding.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.