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Gryphon Financial Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Gryphon Financial Partners’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
2024
Q4 		– Sell
-3,166
Closed -$242K – 261
2024
Q3 		$242K Buy
+3,166
New +$233K 0.03% 262
2024
Q1 		– Sell
-1,510
Closed -$109K – 259
2023
Q4 		$109K Buy
+1,510
New +$103K 0.02% 231

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Gryphon Financial Partners's CWB Position: Q4 2024 in Review

Gryphon Financial Partners sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 3,166 shares — an estimated $242K sold.

Gryphon Financial Partners first reported a position in CWB in Q4 2023 and held it in 2 quarters. The position peaked at $242K in Q3 2024. 520 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Gryphon Financial Partners reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Gryphon Financial Partners sold 3,166 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $242K.
  • Gryphon Financial Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and held it in 2 quarters.
  • Gryphon Financial Partners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $242K in Q3 2024.
  • 520 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Gryphon Financial Partners's 13F filing for Q4 2024, filed 6 Feb 2025.