M3 Advisory Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
Other funds holding CWB
M3 Advisory Group's CWB Position: Q1 2026 in Review
M3 Advisory Group increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2% in Q1 2026, buying an estimated $20.7K and bringing the position to 11,145 shares worth $1.02M. The position accounts for 0.63% of the portfolio, ranked #34.
M3 Advisory Group first reported a position in CWB in Q4 2023 and has held it in 10 quarters since. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.
- M3 Advisory Group held 11,145 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.02M as of Q1 2026.
- M3 Advisory Group bought 222 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $20.7K.
- State Street SPDR Bloomberg Convertible Securities ETF made up 0.63% of M3 Advisory Group's portfolio in Q1 2026, its #34 holding.
- M3 Advisory Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2023 and has held it in 10 quarters since.
- 524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.
Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.