Hancock Whitney’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Hancock Whitney’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 Q2	$257K	Sell	2,381 -925	-28%	-$95.9K	﹤0.01%	704
2026 Q1	$303K	Buy	3,306 +81	+3%	+$7.56K	0.01%	656
2025 Q4	$288K	Hold	3,225	–	–	0.01%	681
2025 Q3	$292K	Hold	3,225	–	–	0.01%	673
2025 Q2	$267K	Buy	+3,225	New	+$253K	0.01%	679

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hancock Whitney's CWB Position: Q2 2026 in Review

Hancock Whitney reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 28% in Q2 2026, selling an estimated $95.9K and leaving 2,381 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

Hancock Whitney first reported a position in CWB in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q1 2026. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Hancock Whitney held 2,381 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $257K as of Q2 2026.
Hancock Whitney sold 925 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $95.9K.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Hancock Whitney's portfolio in Q2 2026, its #704 holding.
Hancock Whitney first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2025 and has held it in 5 quarters since.
Hancock Whitney's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $303K in Q1 2026.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Hancock Whitney's 13F filing for Q2 2026, filed 14 Aug 2026.