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Litman Gregory Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Litman Gregory 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
2025
Q4 		$892 Buy
+10
New +$909 ﹤0.01% 324

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Litman Gregory Wealth Management's CWB Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025: 10 shares worth $892. The stake represents ﹤0.01% of the portfolio and ranks #324 among its holdings.

509 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

  • Litman Gregory Wealth Management held 10 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $892 as of Q4 2025.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Litman Gregory Wealth Management position in Q4 2025.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #324 holding.
  • 509 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.