Indivisible Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Indivisible Partners’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	$6.12M	Buy	56,752 +12,667	+29%	+$1.31M	0.35%	56
2026 Q1	$4.03M	Buy	44,085 +11,497	+35%	+$1.07M	0.36%	62
2025 Q4	$2.91M	Buy	+32,588	New	+$2.96M	0.32%	67

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Indivisible Partners's CWB Position: Q2 2026 in Review

Indivisible Partners increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 29% in Q2 2026, buying an estimated $1.31M and bringing the position to 56,752 shares worth $6.12M. The position accounts for 0.35% of the portfolio, ranked #56.

Indivisible Partners first reported a position in CWB in Q4 2025 and has held it in 3 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Indivisible Partners held 56,752 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $6.12M as of Q2 2026.
Indivisible Partners bought 12,667 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $1.31M.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.35% of Indivisible Partners's portfolio in Q2 2026, its #56 holding.
Indivisible Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 3 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Indivisible Partners's 13F filing for Q2 2026, filed 4 Aug 2026.