Hoover Financial Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Hoover Financial Advisors’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
2021 Q2	$211K	Sell	2,437 -1,171	-32%	-$99K	0.04%	131
2021 Q1	$296K	Buy	3,608 +1,892	+110%	+$164K	0.06%	91
2020 Q4	$150K	Buy	+1,716	New	+$130K	0.04%	133

Other funds holding CWB

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Hoover Financial Advisors's CWB Position: Q2 2021 in Review

Hoover Financial Advisors reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 32% in Q2 2021, selling an estimated $99K and leaving 2,437 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #131.

Hoover Financial Advisors first reported a position in CWB in Q4 2020 and has held it in 3 quarters since. The position peaked at $296K in Q1 2021. 492 funds tracked by Wall St. Rank hold CWB as of Q2 2021.

Hoover Financial Advisors held 2,437 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $211K as of Q2 2021.
Hoover Financial Advisors sold 1,171 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2021, an estimated $99K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.04% of Hoover Financial Advisors's portfolio in Q2 2021, its #131 holding.
Hoover Financial Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and has held it in 3 quarters since.
Hoover Financial Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $296K in Q1 2021.
492 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.