FFA
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Farther Finance Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Farther Finance Advisors’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
Q3 		$2.34M Buy
23,116
+11,593
+101% +$1.19M 0.02% 698
2026
Q2 		$1.24M Sell
11,523
-45
-0.4% -$4.66K 0.01% 968
2026
Q1 		$1.07M Buy
11,568
+3,287
+40% +$307K 0.01% 919
2025
Q4 		$739K Sell
8,281
-528
-6% -$48K 0.01% 1072
2025
Q3 		$797K Buy
8,809
+318
+4% +$27.4K 0.01% 842
2025
Q2 		$702K Sell
8,491
-72
-0.8% -$5.65K 0.01% 751
2025
Q1 		$657K Buy
8,563
+8,541
+38,823% +$675K 0.02% 663
2024
Q4 		$1.71K Hold
22
– – ﹤0.01% 3052
2024
Q3 		$1.69K Hold
22
– – ﹤0.01% 3054
2024
Q2 		$1.58K Hold
22
– – ﹤0.01% 2886
2024
Q1 		$1.6K Sell
22
-28
-56% -$2.01K ﹤0.01% 2585
2023
Q4 		$3.6K Buy
50
+28
+127% +$1.9K ﹤0.01% 2139
2023
Q3 		$1.49K Sell
22
-10
-31% -$697 ﹤0.01% 1961
2023
Q2 		$2.24K Buy
+32
New +$2.15K ﹤0.01% 1717

Other funds holding CWB

PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
MBT
Montecito Bank & Trust Santa Barbara, California $660M AUM 18.73% 1-Year Est. Return
SBWIC
Schaper Benz & Wise Investment Counsel Neenah, Wisconsin $1.51B AUM 27.44% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
IWS
Insight Wealth Strategies San Ramon, California $1.01B AUM 28.81% 1-Year Est. Return

Farther Finance Advisors's CWB Position: Q3 2026 in Review

Farther Finance Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 101% in Q3 2026, buying an estimated $1.19M and bringing the position to 23,116 shares worth $2.34M. The position accounts for 0.02% of the portfolio, ranked #698.

Farther Finance Advisors first reported a position in CWB in Q2 2023 and has held it in 14 quarters since. 33 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Farther Finance Advisors held 23,116 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $2.34M as of Q3 2026.
  • Farther Finance Advisors bought 11,593 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $1.19M.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Farther Finance Advisors's portfolio in Q3 2026, its #698 holding.
  • Farther Finance Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2023 and has held it in 14 quarters since.
  • 33 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.