Goldman Sachs
CWB icon

Goldman Sachs’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Goldman Sachs’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
2015
Q1 		– Sell
-550,000
Closed -$25.8M – 7109
2014
Q4 		$25.8M Buy
+550,000
New +$26.9M 0.01% 1640

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs's CWB Position: Q2 2026 in Review

Goldman Sachs reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 45% in Q2 2026, selling an estimated $20.7M and leaving 246,300 shares worth $26.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2378.

Goldman Sachs first reported a position in CWB in Q3 2013 and has held it in 50 quarters since. The position peaked at $130M in Q1 2024. 565 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Goldman Sachs held 246,300 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $26.6M as of Q2 2026.
  • Goldman Sachs sold 200,102 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $20.7M.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Goldman Sachs's portfolio in Q2 2026, its #2378 holding.
  • Goldman Sachs first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2013 and has held it in 50 quarters since.
  • Goldman Sachs's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $130M in Q1 2024.
  • 565 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Goldman Sachs's 13F filing for Q2 2026, filed 14 Aug 2026.