Hershey Financial Advisers’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Hershey Financial Advisers’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	$5.73M	Buy	53,167 +2,283	+4%	+$237K	4.12%	2
2026 Q1	$4.66M	Buy	50,884 +10,330	+25%	+$964K	4.02%	3
2025 Q4	$3.62M	Buy	+40,554	New	+$3.69M	3.06%	9
2024 Q4	$3.97M	Buy	+50,921	New	+$4.02M	3.49%	7
2024 Q2	$3.75K	Buy	+52	New	+$3.72K	﹤0.01%	122

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

Hershey Financial Advisers's CWB Position: Q2 2026 in Review

Hershey Financial Advisers increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 4.5% in Q2 2026, buying an estimated $237K and bringing the position to 53,167 shares worth $5.73M. The position accounts for 4.12% of the portfolio, ranked #2.

Hershey Financial Advisers first reported a position in CWB in Q2 2024 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Hershey Financial Advisers held 53,167 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $5.73M as of Q2 2026.
Hershey Financial Advisers bought 2,283 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $237K.
State Street SPDR Bloomberg Convertible Securities ETF made up 4.12% of Hershey Financial Advisers's portfolio in Q2 2026, its #2 holding.
Hershey Financial Advisers first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2024 and has held it in 5 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.