Institutional & Family Asset Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Institutional & Family Asset 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
2023 Q3	–	Sell	-48	Closed	-$3.36K	–	726
2023 Q2	$3.36K	Buy	+48	New	+$3.23K	﹤0.01%	529

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Institutional & Family Asset Management's CWB Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2023, closing a stake of 48 shares — an estimated $3.36K sold.

Institutional & Family Asset Management first reported a position in CWB in Q2 2023 and held it in 1 quarter. The position peaked at $3.36K in Q2 2023. 462 funds tracked by Wall St. Rank hold CWB as of Q3 2023.

Institutional & Family Asset Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2023 after selling out during the quarter.
Institutional & Family Asset Management sold 48 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2023, an estimated $3.36K.
Institutional & Family Asset Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2023 and held it in 1 quarter.
Institutional & Family Asset Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $3.36K in Q2 2023.
462 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.