Midwest Professional Planners Ltd (MPPL)’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Midwest Professional Planners Ltd (MPPL)’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	$4.06M	Sell	37,666 -1,273	-3%	-$132K	0.8%	38
2026 Q1	$3.56M	Buy	+38,939	New	+$3.64M	0.84%	37
2025 Q4	–	Sell	-38,133	Closed	-$3.45M	–	144
2025 Q3	$3.45M	Buy	+38,133	New	+$3.28M	0.84%	37
2025 Q2	–	Sell	-16,534	Closed	-$1.27M	–	150
2025 Q1	$1.27M	Buy	16,534 +2,101	+15%	+$166K	0.39%	80
2024 Q4	$1.12M	Sell	14,433 -36,448	-72%	-$2.87M	0.34%	89
2024 Q3	$3.9M	Buy	50,881 +35,664	+234%	+$2.62M	1.19%	20
2024 Q2	$1.1M	Sell	15,217 -804	-5%	-$57.5K	0.37%	75
2024 Q1	$1.17M	Sell	16,021 -162	-1%	-$11.6K	0.41%	73
2023 Q4	$1.17M	Sell	16,183 -2,157	-12%	-$146K	0.47%	58
2023 Q3	$1.24M	Sell	18,340 -740	-4%	-$51.6K	0.56%	55
2023 Q2	$1.33M	Sell	19,080 -2,905	-13%	-$195K	0.58%	54
2023 Q1	$1.47M	Buy	21,985 +17,832	+429%	+$1.19M	0.72%	38
2022 Q4	$267K	Sell	4,153 -331	-7%	-$21.6K	0.15%	106
2022 Q3	$284K	Sell	4,484 -135	-3%	-$9.08K	0.17%	99
2022 Q2	$298K	Sell	4,619 -960	-17%	-$66.6K	0.17%	95
2022 Q1	$429K	Sell	5,579 -19,951	-78%	-$1.53M	0.21%	88
2021 Q4	$2.12M	Sell	25,530 -1,599	-6%	-$137K	1.03%	26
2021 Q3	$2.31M	Sell	27,129 -3,051	-10%	-$263K	1.22%	19
2021 Q2	$2.62M	Sell	30,180 -51,883	-63%	-$4.38M	1.36%	16
2021 Q1	$3.93M	Buy	82,063 +33,469	+69%	+$2.89M	3.88%	8
2020 Q4	$4.02M	Buy	48,594 +28,249	+139%	+$2.13M	2.48%	8
2020 Q3	$1.4M	Buy	20,345 +544	+3%	+$36.1K	0.99%	25
2020 Q2	$1.2M	Sell	19,801 -62,262	-76%	-$3.41M	0.94%	29
2020 Q1	$3.93M	Buy	82,063 +31,965	+64%	+$1.74M	3.88%	7
2019 Q4	$2.78M	Sell	50,098 -150	-0.3%	-$8.07K	2.27%	11
2019 Q3	$2.64M	Sell	50,248 -28,374	-36%	-$1.5M	2.36%	11
2019 Q2	$4.16M	Sell	78,622 -43,574	-36%	-$2.28M	3.86%	6
2019 Q1	$6.38M	Buy	122,196 +6,604	+6%	+$335K	6.16%	1
2018 Q4	$5.41M	Sell	115,592 -6,439	-5%	-$324K	5.82%	4
2018 Q3	$6.58M	Buy	+122,031	New	+$6.54M	6.04%	4
2018 Q2	–	Sell	-51,224	Closed	-$2.7M	–	7
2018 Q1	$2.65M	Sell	51,224 -92,012	-64%	-$4.8M	2.38%	12
2017 Q4	$7.25M	Buy	+143,236	New	+$7.37M	6.62%	3

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

Midwest Professional Planners Ltd (MPPL)'s CWB Position: Q2 2026 in Review

Midwest Professional Planners Ltd (MPPL) reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 3.3% in Q2 2026, selling an estimated $132K and leaving 37,666 shares worth $4.06M. The position accounts for 0.8% of the portfolio, ranked #38.

Midwest Professional Planners Ltd (MPPL) first reported a position in CWB in Q4 2017 and has held it in 32 quarters since. The position peaked at $7.25M in Q4 2017. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Midwest Professional Planners Ltd (MPPL) held 37,666 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $4.06M as of Q2 2026.
Midwest Professional Planners Ltd (MPPL) sold 1,273 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $132K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.8% of Midwest Professional Planners Ltd (MPPL)'s portfolio in Q2 2026, its #38 holding.
Midwest Professional Planners Ltd (MPPL) first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2017 and has held it in 32 quarters since.
Midwest Professional Planners Ltd (MPPL)'s State Street SPDR Bloomberg Convertible Securities ETF position peaked at $7.25M in Q4 2017.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Midwest Professional Planners Ltd (MPPL)'s 13F filing for Q2 2026, filed 5 Aug 2026.