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Marex Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Marex Group’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
2024
Q4 		– Sell
-18,238
Closed -$1.4M – 711
2024
Q3 		$1.4M Buy
+18,238
New +$1.34M 0.03% 185

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Marex Group's CWB Position: Q4 2024 in Review

Marex Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 18,238 shares — an estimated $1.4M sold.

Marex Group first reported a position in CWB in Q3 2024 and held it in 1 quarter. The position peaked at $1.4M in Q3 2024. 517 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Marex Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Marex Group sold 18,238 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $1.4M.
  • Marex Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2024 and held it in 1 quarter.
  • Marex Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $1.4M in Q3 2024.
  • 517 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Marex Group's 13F filing for Q4 2024, filed 2 Apr 2026.