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Galvin Gaustad & Stein’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Galvin Gaustad & Stein’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
Q1 		$3.25M Buy
35,463
+31,863
+885% +$2.97M 0.26% 77
2025
Q4 		$321K Buy
+3,600
New +$327K 0.03% 206

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Galvin Gaustad & Stein's CWB Position: Q1 2026 in Review

Galvin Gaustad & Stein increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 885% in Q1 2026, buying an estimated $2.97M and bringing the position to 35,463 shares worth $3.25M. The position accounts for 0.26% of the portfolio, ranked #77.

Galvin Gaustad & Stein first reported a position in CWB in Q4 2025 and has held it in 2 quarters since. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • Galvin Gaustad & Stein held 35,463 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.25M as of Q1 2026.
  • Galvin Gaustad & Stein bought 31,863 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $2.97M.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.26% of Galvin Gaustad & Stein's portfolio in Q1 2026, its #77 holding.
  • Galvin Gaustad & Stein first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q1 2026, filed 14 May 2026.