Financial Network Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
Financial Network Wealth Advisors's CWB Position: Q1 2026 in Review
Financial Network Wealth Advisors reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 4.1% in Q1 2026, selling an estimated $2.43K and leaving 610 shares worth $55.8K. The position accounts for 0.06% of the portfolio, ranked #260.
Financial Network Wealth Advisors first reported a position in CWB in Q3 2024 and has held it in 5 quarters since. The position peaked at $100K in Q3 2024. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.
- Financial Network Wealth Advisors held 610 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $55.8K as of Q1 2026.
- Financial Network Wealth Advisors sold 26 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $2.43K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.06% of Financial Network Wealth Advisors's portfolio in Q1 2026, its #260 holding.
- Financial Network Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2024 and has held it in 5 quarters since.
- Financial Network Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $100K in Q3 2024.
- 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.
Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.