FMP
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Financial Management Professionals’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Financial Management Professionals’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 		$46.3K Buy
+430
New +$44.6K ﹤0.01% 298

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

Financial Management Professionals's CWB Position: Q2 2026 in Review

Financial Management Professionals opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 430 shares worth $46.3K. The stake represents ﹤0.01% of the portfolio and ranks #298 among its holdings.

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

  • Financial Management Professionals held 430 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $46.3K as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Financial Management Professionals position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #298 holding.
  • 115 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.