Maridea Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Maridea Wealth 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
2026 Q2	$827K	Buy	7,670 +197	+3%	+$20.4K	0.09%	215
2026 Q1	$684K	Sell	7,473 -151	-2%	-$14.1K	0.1%	207
2025 Q4	$680K	Buy	7,624 +11	+0.1%	+$1K	0.1%	196
2025 Q3	$706K	Buy	+7,613	New	+$655K	0.11%	179

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Maridea Wealth Management's CWB Position: Q2 2026 in Review

Maridea Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 7,670 shares worth $827K. The position accounts for 0.09% of the portfolio, ranked #215.

Maridea Wealth Management first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Maridea Wealth Management held 7,670 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $827K as of Q2 2026.
Maridea Wealth Management bought 197 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $20.4K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.09% of Maridea Wealth Management's portfolio in Q2 2026, its #215 holding.
Maridea Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 4 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.