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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
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Maridea Wealth Management's CWB Position: Q1 2026 in Review

Maridea Wealth Management reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 2% in Q1 2026, selling an estimated $14.1K and leaving 7,473 shares worth $684K. The position accounts for 0.1% of the portfolio, ranked #207.

Maridea Wealth Management first reported a position in CWB in Q3 2025 and has held it in 3 quarters since. The position peaked at $706K in Q3 2025. 523 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • Maridea Wealth Management held 7,473 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $684K as of Q1 2026.
  • Maridea Wealth Management sold 151 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $14.1K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.1% of Maridea Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Maridea Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • Maridea Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $706K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.