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GK Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

GK Wealth Management’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
Q3 		$153K Buy
+1,509
New +$156K 0.09% 214
2025
Q1 		– Sell
-2,872
Closed -$224K – 148
2024
Q4 		$224K Buy
+2,872
New +$226K 0.28% 111

Other funds holding CWB

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PP
Paladin Partners Hartland, Wisconsin $162M AUM 13.31% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $389M AUM 10.81% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 12.89% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $205M AUM 12.06% 1-Year Est. Return
DJYG
David J. Yvars Group University Park, Florida $218M AUM 23.7% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
HAG
HF Advisory Group Annapolis, Maryland $336M AUM 14.9% 1-Year Est. Return
AWA
Aletheian Wealth Advisors Bellevue, Washington $249M AUM
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

GK Wealth Management's CWB Position: Q3 2026 in Review

GK Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026: 1,509 shares worth $153K. The stake represents 0.09% of the portfolio and ranks #214 among its holdings. This is a return to the name: GK Wealth Management previously reported a position in CWB as recently as Q4 2024.

GK Wealth Management first reported a position in CWB in Q4 2024 and has held it in 2 quarters since. The position peaked at $224K in Q4 2024. 50 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • GK Wealth Management held 1,509 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $153K as of Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new GK Wealth Management position in Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.09% of GK Wealth Management's portfolio in Q3 2026, its #214 holding.
  • GK Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and has held it in 2 quarters since.
  • GK Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $224K in Q4 2024.
  • 50 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.