HF Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

HF Advisory Group's CWB Position: Q2 2026 in Review

HF Advisory Group increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2% in Q2 2026, buying an estimated $70.7K and bringing the position to 34,791 shares worth $3.75M. The position accounts for 1.16% of the portfolio, ranked #28.

HF Advisory Group first reported a position in CWB in Q4 2022 and has held it in 15 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

• HF Advisory Group held 34,791 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.75M as of Q2 2026.
• HF Advisory Group bought 682 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $70.7K.
• State Street SPDR Bloomberg Convertible Securities ETF made up 1.16% of HF Advisory Group's portfolio in Q2 2026, its #28 holding.
• HF Advisory Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2022 and has held it in 15 quarters since.
• 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.