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Hudson Portfolio Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Hudson Portfolio 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 		$3.23M Buy
29,967
+325
+1% +$33.7K 2.44% 7
2026
Q1 		$2.71M Buy
29,642
+1,465
+5% +$137K 2.29% 7
2025
Q4 		$2.51M Buy
28,177
+1,591
+6% +$145K 2.16% 9
2025
Q3 		$2.41M Sell
26,586
-134
-0.5% -$11.5K 2.13% 7
2025
Q2 		$2.21M Sell
26,720
-166
-0.6% -$13K 2.06% 8
2025
Q1 		$2.06M Sell
26,886
-465
-2% -$36.7K 1.98% 11
2024
Q4 		$2.13M Sell
27,351
-250
-0.9% -$19.7K 2.09% 9
2024
Q3 		$2.11M Buy
+27,601
New +$2.03M 2.08% 9
2023
Q4 		$2.11M Sell
29,296
-1,401
-5% -$95.1K 2.29% 8
2023
Q3 		$2.08M Sell
30,697
-373
-1% -$26K 2.37% 9
2023
Q2 		$2.17M Sell
31,070
-1,308
-4% -$87.9K 2.36% 8
2023
Q1 		$2.17M Sell
32,378
-587
-2% -$39.3K 2.43% 6
2022
Q4 		$2.12M Sell
32,965
-735
-2% -$47.9K 2.35% 7
2022
Q3 		$2.13M Sell
33,700
-620
-2% -$41.7K 2.52% 7
2022
Q2 		$2.22M Sell
34,320
-258
-0.7% -$17.9K 2.29% 10
2022
Q1 		$2.66M Buy
34,578
+315
+0.9% +$24.1K 2.34% 10
2021
Q4 		$2.84M Sell
34,263
-621
-2% -$53.2K 2.51% 8
2021
Q3 		$2.98M Buy
34,884
+525
+2% +$45.3K 2.74% 6
2021
Q2 		$2.98M Sell
34,359
-2,590
-7% -$219K 2.74% 5
2021
Q1 		$3.08M Buy
+36,949
New +$3.2M 2.96% 5

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Hudson Portfolio Management's CWB Position: Q2 2026 in Review

Hudson Portfolio Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 1.1% in Q2 2026, buying an estimated $33.7K and bringing the position to 29,967 shares worth $3.23M. The position accounts for 2.44% of the portfolio, ranked #7.

Hudson Portfolio Management first reported a position in CWB in Q1 2021 and has held it in 20 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Hudson Portfolio Management held 29,967 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.23M as of Q2 2026.
  • Hudson Portfolio Management bought 325 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $33.7K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 2.44% of Hudson Portfolio Management's portfolio in Q2 2026, its #7 holding.
  • Hudson Portfolio Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2021 and has held it in 20 quarters since.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Hudson Portfolio Management's 13F filing for Q2 2026, filed 12 Aug 2026.