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Howard Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Howard Wealth Management’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 		$2.47M Sell
22,921
-302
-1% -$31.3K 0.91% 37
2026
Q1 		$2.13M Sell
23,223
-322
-1% -$30.1K 0.89% 36
2025
Q4 		$2.1M Sell
23,545
-469
-2% -$42.6K 0.92% 34
2025
Q3 		$2.17M Buy
24,014
+153
+0.6% +$13.2K 1% 30
2025
Q2 		$1.97M Buy
23,861
+201
+0.8% +$15.8K 1% 31
2025
Q1 		$1.81M Sell
23,660
-237
-1% -$18.7K 1.01% 29
2024
Q4 		$1.86M Buy
23,897
+372
+2% +$29.3K 1.01% 29
2024
Q3 		$1.8M Sell
23,525
-198
-0.8% -$14.5K 1.05% 26
2024
Q2 		$1.71M Buy
23,723
+1,516
+7% +$109K 1.35% 18
2024
Q1 		$1.62M Sell
22,207
-1,109
-5% -$79.5K 1.32% 18
2023
Q4 		$1.68M Sell
23,316
-592
-2% -$40.2K 1.41% 16
2023
Q3 		$1.62M Sell
23,908
-573
-2% -$39.9K 1.49% 16
2023
Q2 		$1.71M Sell
24,481
-834
-3% -$56.1K 1.49% 16
2023
Q1 		$1.7M Sell
25,315
-195
-0.8% -$13.1K 1.42% 14
2022
Q4 		$1.64M Sell
25,510
-2,333
-8% -$152K 1.35% 17
2022
Q3 		$1.76M Buy
+27,843
New +$1.87M 1.25% 21
2022
Q2 		– Sell
-28,544
Closed -$2.2M – 72
2022
Q1 		$2.2M Buy
28,544
+441
+2% +$33.7K 1.2% 22
2021
Q4 		$2.33M Buy
28,103
+513
+2% +$43.9K 1.23% 21
2021
Q3 		$2.35M Sell
27,590
-467
-2% -$40.3K 1.32% 21
2021
Q2 		$2.43M Buy
28,057
+179
+0.6% +$15.1K 1.34% 20
2021
Q1 		$2.32M Sell
27,878
-94
-0.3% -$8.13K 1.36% 19
2020
Q4 		$2.31M Buy
27,972
+1,692
+6% +$128K 1.44% 17
2020
Q3 		$1.81M Buy
26,280
+1,700
+7% +$113K 1.29% 21
2020
Q2 		$1.49M Buy
24,580
+995
+4% +$54.5K 1.21% 24
2020
Q1 		$1.13M Buy
23,585
+4,800
+26% +$261K 1.19% 25
2019
Q4 		$1.04M Buy
+18,785
New +$1.01M 0.87% 24

Other funds holding CWB

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
LAM
Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
AWMI
Aegis Wealth Management (Iowa) Guthrie Center, Iowa $155M AUM
WMA
William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
WCM
Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return

Howard Wealth Management's CWB Position: Q2 2026 in Review

Howard Wealth Management reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 1.3% in Q2 2026, selling an estimated $31.3K and leaving 22,921 shares worth $2.47M. The position accounts for 0.91% of the portfolio, ranked #37.

Howard Wealth Management first reported a position in CWB in Q4 2019 and has held it in 26 quarters since. 184 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Howard Wealth Management held 22,921 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $2.47M as of Q2 2026.
  • Howard Wealth Management sold 302 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $31.3K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.91% of Howard Wealth Management's portfolio in Q2 2026, its #37 holding.
  • Howard Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2019 and has held it in 26 quarters since.
  • 184 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.