M3 Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
HCM
M3 Advisory Group's CWB Position: Q2 2026 in Review
M3 Advisory Group increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 1.9% in Q2 2026, buying an estimated $21.8K and bringing the position to 11,355 shares worth $1.22M. The position accounts for 0.63% of the portfolio, ranked #36.
M3 Advisory Group first reported a position in CWB in Q4 2023 and has held it in 11 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.
- M3 Advisory Group held 11,355 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.22M as of Q2 2026.
- M3 Advisory Group bought 210 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $21.8K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.63% of M3 Advisory Group's portfolio in Q2 2026, its #36 holding.
- M3 Advisory Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and has held it in 11 quarters since.
- 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.
Based on M3 Advisory Group's 13F filing for Q2 2026, filed 24 Jul 2026.