Level Four Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Level Four Advisory Services's CWB Position: Q2 2026 in Review

Level Four Advisory Services opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 2,140 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #847 among its holdings. This is a return to the name: Level Four Advisory Services previously reported a position in CWB as recently as Q2 2025.

Level Four Advisory Services first reported a position in CWB in Q4 2016 and has held it in 36 quarters since. The position peaked at $1.73M in Q2 2021. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

• Level Four Advisory Services held 2,140 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $231K as of Q2 2026.
• State Street SPDR Bloomberg Convertible Securities ETF was a new Level Four Advisory Services position in Q2 2026.
• State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #847 holding.
• Level Four Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2016 and has held it in 36 quarters since.
• Level Four Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $1.73M in Q2 2021.
• 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.