Hershey Financial Advisers’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
Hershey Financial Advisers's CWB Position: Q1 2026 in Review
Hershey Financial Advisers increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 25% in Q1 2026, buying an estimated $964K and bringing the position to 50,884 shares worth $4.66M. The position accounts for 4.02% of the portfolio, ranked #3.
Hershey Financial Advisers first reported a position in CWB in Q2 2024 and has held it in 4 quarters since. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.
- Hershey Financial Advisers held 50,884 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $4.66M as of Q1 2026.
- Hershey Financial Advisers bought 10,330 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $964K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 4.02% of Hershey Financial Advisers's portfolio in Q1 2026, its #3 holding.
- Hershey Financial Advisers first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2024 and has held it in 4 quarters since.
- 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.
Based on Hershey Financial Advisers's 13F filing for Q1 2026, filed 6 May 2026.