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
2026 Q2	$199K	Buy	+1,843	New	+$191K	0.02%	518
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 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

Institute for Wealth Management's CWB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 1,843 shares worth $199K. The stake represents 0.02% of the portfolio and ranks #518 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CWB as recently as Q3 2025.

Institute for Wealth Management first reported a position in CWB in Q2 2017 and has held it in 13 quarters since. The position peaked at $905K in Q3 2019. 563 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Institute for Wealth Management held 1,843 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $199K as of Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Institute for Wealth Management's portfolio in Q2 2026, its #518 holding.
Institute for Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2017 and has held it in 13 quarters since.
Institute for Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $905K in Q3 2019.
563 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.