FORM Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
FORM Wealth Advisors's CWB Position: Q3 2026 in Review
FORM Wealth Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.44% in Q3 2026, buying an estimated $2.47K and bringing the position to 5,442 shares worth $551K. 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 6 quarters since. The position peaked at $653K in Q2 2025. 148 funds tracked by Wall St. Rank hold CWB as of Q3 2026.
- FORM Wealth Advisors held 5,442 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $551K as of Q3 2026.
- FORM Wealth Advisors bought 24 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $2.47K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.06% of FORM Wealth Advisors's portfolio in Q3 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 6 quarters since.
- FORM Wealth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $653K in Q2 2025.
- 148 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.
Based on FORM Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.