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J. M. Brown & Associates’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

J. M. Brown & Associates’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 		$7.51M Buy
+69,628
New +$7.22M 4.3% 2

Other funds holding CWB

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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

J. M. Brown & Associates's CWB Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 69,628 shares worth $7.51M. The stake represents 4.3% of the portfolio and ranks #2 among its holdings.

535 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • J. M. Brown & Associates held 69,628 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $7.51M as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new J. M. Brown & Associates position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 4.3% of J. M. Brown & Associates's portfolio in Q2 2026, its #2 holding.
  • 535 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.