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M. Kulyk & Associates’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

M. Kulyk & Associates’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
Q1 		$245K Buy
2,674
+174
+7% +$16.2K 0.05% 105
2025
Q4 		$223K Hold
2,500
– – 0.04% 98
2025
Q3 		$226K Hold
2,500
– – 0.05% 94
2025
Q2 		$207K Buy
+2,500
New +$196K 0.04% 104

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

M. Kulyk & Associates's CWB Position: Q1 2026 in Review

M. Kulyk & Associates increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 7% in Q1 2026, buying an estimated $16.2K and bringing the position to 2,674 shares worth $245K. The position accounts for 0.05% of the portfolio, ranked #105.

M. Kulyk & Associates first reported a position in CWB in Q2 2025 and has held it in 4 quarters since. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • M. Kulyk & Associates held 2,674 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $245K as of Q1 2026.
  • M. Kulyk & Associates bought 174 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $16.2K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of M. Kulyk & Associates's portfolio in Q1 2026, its #105 holding.
  • M. Kulyk & Associates first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2025 and has held it in 4 quarters since.
  • 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on M. Kulyk & Associates's 13F filing for Q1 2026, filed 6 May 2026.