MCM
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MAI Capital Management’s 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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.62M Sell
19,601
-165
-0.8% -$13.6K 0.01% 525
2025
Q1 		$1.51M Hold
19,766
– – 0.01% 523
2024
Q4 		$1.54M Buy
+19,766
New +$1.54M 0.01% 516