Kingswood Wealth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
Kingswood Wealth Advisors's CWB Position: Q2 2026 in Review
Kingswood Wealth Advisors increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 12% in Q2 2026, buying an estimated $344K and bringing the position to 30,368 shares worth $3.27M. The position accounts for 0.13% of the portfolio, ranked #173.
Kingswood Wealth Advisors first reported a position in CWB in Q2 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- Kingswood Wealth Advisors held 30,368 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.27M as of Q2 2026.
- Kingswood Wealth Advisors bought 3,319 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $344K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.13% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #173 holding.
- Kingswood Wealth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2023 and has held it in 11 quarters since.
- 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.