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

Institute for 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
2025
Q4 		– Sell
-2,739
Closed -$248K – 553
2025
Q3 		$248K Buy
+2,739
New +$236K 0.03% 504
2022
Q1 		– Sell
-2,653
Closed -$220K – 544
2021
Q4 		$220K Buy
+2,653
New +$227K 0.04% 451
2020
Q3 		– Sell
-11,252
Closed -$681K – 421
2020
Q2 		$681K Sell
11,252
-53
-0.5% -$2.9K 0.17% 166
2020
Q1 		$541K Sell
11,305
-828
-7% -$45K 0.17% 172
2019
Q4 		$673K Sell
12,133
-5,115
-30% -$275K 0.15% 201
2019
Q3 		$905K Buy
17,248
+7,464
+76% +$396K 0.23% 131
2019
Q2 		$517K Buy
9,784
+252
+3% +$13.2K 0.11% 248
2019
Q1 		$498K Buy
9,532
+284
+3% +$14.4K 0.11% 245
2018
Q4 		$433K Buy
+9,248
New +$465K 0.18% 163
2018
Q1 		– Sell
-11,082
Closed -$560K – 283
2017
Q4 		$560K Buy
11,082
+466
+4% +$24K 0.13% 204
2017
Q3 		$544K Buy
10,616
+1,164
+12% +$58.9K 0.18% 177
2017
Q2 		$466K Buy
+9,452
New +$463K 0.13% 238

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Institute for Wealth Management's CWB Position: Q4 2025 in Review

Institute for Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025, closing a stake of 2,739 shares — an estimated $248K sold.

Institute for Wealth Management first reported a position in CWB in Q2 2017 and held it in 12 quarters. The position peaked at $905K in Q3 2019. 507 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

  • Institute for Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
  • Institute for Wealth Management sold 2,739 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $248K.
  • Institute for Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2017 and held it in 12 quarters.
  • Institute for Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $905K in Q3 2019.
  • 507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Institute for Wealth Management's 13F filing for Q4 2025, filed 27 Jan 2026.