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

Meridian 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	$293K	Hold	2,715	–	–	0.01%	680
2026 Q1	$249K	Hold	2,715	–	–	0.01%	692
2025 Q4	$242K	Hold	2,715	–	–	0.01%	672
2025 Q3	$246K	Buy	+2,715	New	+$234K	0.01%	627
2022 Q3	–	Sell	-6,162	Closed	-$398K	–	511
2022 Q2	$398K	Buy	+6,162	New	+$428K	0.03%	392
2022 Q1	–	Sell	-2,940	Closed	-$244K	–	408
2021 Q4	$244K	Hold	2,940	–	–	0.03%	356
2021 Q3	$251K	Buy	2,940 +311	+12%	+$26.8K	0.03%	335
2021 Q2	$228K	Buy	2,629 +124	+5%	+$10.5K	0.03%	353
2021 Q1	$209K	Sell	2,505 -50	-2%	-$4.33K	0.03%	343
2020 Q4	$211K	Buy	+2,555	New	+$193K	0.03%	311
2020 Q3	–	Sell	-3,308	Closed	-$200K	–	263
2020 Q2	$200K	Buy	+3,308	New	+$181K	0.07%	207

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

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

Meridian Wealth Management held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 2,715 shares worth $293K. The position accounts for 0.01% of the portfolio, ranked #680.

Meridian Wealth Management first reported a position in CWB in Q2 2020 and has held it in 11 quarters since. The position peaked at $398K in Q2 2022. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Meridian Wealth Management held 2,715 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $293K as of Q2 2026.
Meridian Wealth Management left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #680 holding.
Meridian Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2020 and has held it in 11 quarters since.
Meridian Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $398K in Q2 2022.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.