High Point Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
HHRDM
RWA
High Point Wealth Management's CWB Position: Q2 2026 in Review
High Point Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.35% in Q2 2026, buying an estimated $104 and bringing the position to 288 shares worth $31K. The position accounts for 0.03% of the portfolio, ranked #168.
High Point Wealth Management first reported a position in CWB in Q4 2025 and has held it in 3 quarters since. 359 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- High Point Wealth Management held 288 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $31K as of Q2 2026.
- High Point Wealth Management bought 1 State Street SPDR Bloomberg Convertible Securities ETF share in Q2 2026, an estimated $104.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of High Point Wealth Management's portfolio in Q2 2026, its #168 holding.
- High Point Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
- 359 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on High Point Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.