MAI Capital Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

MAI Capital 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
2025 Q3	$1.86M	Buy
2025 Q2	$1.62M	Sell
2025 Q1	$1.51M	Hold
2024 Q4	$1.54M	Buy