MML Investors Services’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

MML Investors Services’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	$12.2M	Buy	112,862 +17,233	+18%	+$1.79M	0.02%	568
2026 Q1	$8.75M	Sell	95,629 -24,172	-20%	-$2.26M	0.02%	589
2025 Q4	$10.7M	Buy	119,801 +2,102	+2%	+$191K	0.03%	552
2025 Q3	$10.7M	Buy	117,699 +22,927	+24%	+$1.97M	0.03%	522
2025 Q2	$7.83M	Sell	94,772 -4,161	-4%	-$327K	0.02%	614
2025 Q1	$7.58M	Sell	98,933 -90,548	-48%	-$7.15M	0.03%	577
2024 Q4	$14.8M	Buy	189,481 +59	+0%	+$4.65K	0.05%	347
2024 Q3	$14.5M	Buy	189,422 +62,149	+49%	+$4.57M	0.05%	334
2024 Q2	$9.17M	Sell	127,273 -4,218	-3%	-$302K	0.04%	418
2024 Q1	$9.6M	Sell	131,491 -11,607	-8%	-$832K	0.04%	426
2023 Q4	$10.3M	Sell	143,098 -85,008	-37%	-$5.77M	0.05%	362
2023 Q3	$15.5M	Sell	228,106 -28,577	-11%	-$1.99M	0.09%	237
2023 Q2	$18M	Buy	256,683 +109,035	+74%	+$7.33M	0.1%	217
2023 Q1	$9.9M	Sell	147,648 -124,100	-46%	-$8.31M	0.07%	290
2022 Q4	$17.5M	Buy	271,748 +47,986	+21%	+$3.12M	0.11%	206
2022 Q3	$14.2M	Buy	223,762 +75,846	+51%	+$5.1M	0.11%	209
2022 Q2	$9.55M	Sell	147,916 -3,438	-2%	-$239K	0.07%	268
2022 Q1	$11.6M	Buy	151,354 +12,192	+9%	+$933K	0.08%	249
2021 Q4	$11.5M	Sell	139,162 -9,469	-6%	-$811K	0.08%	255
2021 Q3	$12.7M	Buy	148,631 +1,665	+1%	+$144K	0.1%	219
2021 Q2	$12.7M	Sell	146,966 -3,329	-2%	-$281K	0.11%	209
2021 Q1	$12.5M	Sell	150,295 -3,696	-2%	-$320K	0.12%	192
2020 Q4	$12.7M	Buy	153,991 +5,566	+4%	+$420K	0.14%	169
2020 Q3	$10.2M	Buy	148,425 +4,718	+3%	+$313K	0.13%	171
2020 Q2	$8.69M	Sell	143,707 -21,563	-13%	-$1.18M	0.12%	188
2020 Q1	$7.91M	Buy	165,270 +9,374	+6%	+$510K	0.14%	176
2019 Q4	$8.65M	Buy	155,896 +6,858	+5%	+$369K	0.12%	186
2019 Q3	$7.82M	Sell	149,038 -45,858	-24%	-$2.43M	0.13%	185
2019 Q2	$10.3M	Sell	194,896 -1,429	-0.7%	-$74.8K	0.15%	165
2019 Q1	$10.3M	Sell	196,325 -282	-0.1%	-$14.3K	0.16%	151
2018 Q4	$9.2M	Sell	196,607 -19,413	-9%	-$976K	0.17%	147
2018 Q3	$11.7M	Buy	216,020 +25,531	+13%	+$1.37M	0.2%	127
2018 Q2	$10.1M	Buy	190,489 +13,261	+7%	+$700K	0.22%	117
2018 Q1	$9.16M	Buy	177,228 +43,382	+32%	+$2.26M	0.19%	124
2017 Q4	$6.77M	Sell	133,846 -4,348	-3%	-$224K	0.13%	156
2017 Q3	$7.06M	Sell	138,194 -132,313	-49%	-$6.7M	0.15%	147
2017 Q2	$13.4M	Buy	+270,507	New	+$13.2M	0.26%	91

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

MML Investors Services's CWB Position: Q2 2026 in Review

MML Investors Services increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 18% in Q2 2026, buying an estimated $1.79M and bringing the position to 112,862 shares worth $12.2M. The position accounts for 0.02% of the portfolio, ranked #568.

MML Investors Services first reported a position in CWB in Q2 2017 and has held it in 37 quarters since. The position peaked at $18M in Q2 2023. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

MML Investors Services held 112,862 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $12.2M as of Q2 2026.
MML Investors Services bought 17,233 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $1.79M.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of MML Investors Services's portfolio in Q2 2026, its #568 holding.
MML Investors Services first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2017 and has held it in 37 quarters since.
MML Investors Services's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $18M in Q2 2023.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.