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McIlrath & Eck’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

McIlrath & Eck’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
Q1 		– Sell
-25
Closed -$1.95K – 949
2024
Q4 		$1.95K Buy
+25
New +$1.97K ﹤0.01% 872

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

McIlrath & Eck's CWB Position: Q1 2025 in Review

McIlrath & Eck sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2025, closing a stake of 25 shares — an estimated $1.95K sold.

McIlrath & Eck first reported a position in CWB in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 463 funds tracked by Wall St. Rank hold CWB as of Q1 2025.

  • McIlrath & Eck reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q1 2025 after selling out during the quarter.
  • McIlrath & Eck sold 25 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2025, an estimated $1.95K.
  • McIlrath & Eck first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and held it in 1 quarter.
  • McIlrath & Eck's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $1.95K in Q4 2024.
  • 463 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2025.

Based on McIlrath & Eck's 13F filing for Q1 2025, filed 16 May 2025.