Lloyd Advisory Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
Lloyd Advisory Services's CWB Position: Q2 2026 in Review
Lloyd Advisory Services increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 179% in Q2 2026, buying an estimated $47.7K and bringing the position to 717 shares worth $77.3K. The position accounts for 0.03% of the portfolio, ranked #197.
Lloyd Advisory Services first reported a position in CWB in Q2 2020 and has held it in 13 quarters since. The position peaked at $20.2M in Q3 2023. 508 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- Lloyd Advisory Services held 717 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $77.3K as of Q2 2026.
- Lloyd Advisory Services bought 460 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $47.7K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of Lloyd Advisory Services's portfolio in Q2 2026, its #197 holding.
- Lloyd Advisory Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2020 and has held it in 13 quarters since.
- Lloyd Advisory Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $20.2M in Q3 2023.
- 508 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.