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Regatta Research & Money Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Regatta Research & Money 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
2026
Q2 		$17.3K Buy
+160
New +$16.6K 0.02% 425

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
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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
GAG
Goodman Advisory Group Needham, Massachusetts $435M AUM 30.84% 1-Year Est. Return

Regatta Research & Money Management's CWB Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 160 shares worth $17.3K. The stake represents 0.02% of the portfolio and ranks #425 among its holdings.

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

  • Regatta Research & Money Management held 160 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $17.3K as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Regatta Research & Money Management position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Regatta Research & Money Management's portfolio in Q2 2026, its #425 holding.
  • 444 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.