FORM Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

FORM Wealth 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 Q2	$584K	Buy	5,418 +20	+0.4%	+$2.07K	0.06%	34
2026 Q1	$494K	Sell	5,398 -910	-14%	-$85K	0.06%	36
2025 Q4	$563K	Buy	+6,308	New	+$573K	0.07%	33
2025 Q2	$653K	Buy	7,896 +27	+0.3%	+$2.12K	0.08%	32
2025 Q1	$603K	Buy	+7,869	New	+$622K	0.08%	29

Other funds holding CWB

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

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

FORM Wealth Advisors's CWB Position: Q2 2026 in Review

FORM Wealth Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.37% in Q2 2026, buying an estimated $2.07K and bringing the position to 5,418 shares worth $584K. The position accounts for 0.06% of the portfolio, ranked #34.

FORM Wealth Advisors first reported a position in CWB in Q1 2025 and has held it in 5 quarters since. The position peaked at $653K in Q2 2025. 128 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

FORM Wealth Advisors held 5,418 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $584K as of Q2 2026.
FORM Wealth Advisors bought 20 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $2.07K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.06% of FORM Wealth Advisors's portfolio in Q2 2026, its #34 holding.
FORM Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2025 and has held it in 5 quarters since.
FORM Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $653K in Q2 2025.
128 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on FORM Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.