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 Q2	$288K	Hold	2,674	–	–	0.05%	99
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

M. Kulyk & Associates's CWB Position: Q2 2026 in Review

M. Kulyk & Associates held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 2,674 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #99.

M. Kulyk & Associates first reported a position in CWB in Q2 2025 and has held it in 5 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

M. Kulyk & Associates held 2,674 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $288K as of Q2 2026.
M. Kulyk & Associates left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of M. Kulyk & Associates's portfolio in Q2 2026, its #99 holding.
M. Kulyk & Associates first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2025 and has held it in 5 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on M. Kulyk & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.