Mosley Wealth Management
CWB icon

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

Mosley 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
Q3 		$3.18M Buy
32,743
+1,367
+4% +$141K 0.93% 25
2026
Q2 		$3.38M Buy
31,376
+30,065
+2,293% +$3.12M 1.08% 24
2026
Q1 		$119K Buy
+1,311
New +$122K 0.05% 168

Other funds holding CWB

Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Goodman Advisory Group
Goodman Advisory Group Needham, Massachusetts $440M AUM 24.34% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
New York Life Investment Management
New York Life Investment Management New York $14.5B AUM 27.92% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mosley Wealth Management's CWB Position: Q3 2026 in Review

Mosley Wealth Management increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 4.4% in Q3 2026, buying an estimated $141K and bringing the position to 32,743 shares worth $3.18M. The position accounts for 0.93% of the portfolio, ranked #25.

Mosley Wealth Management first reported a position in CWB in Q1 2026 and has held it in 3 quarters since. The position peaked at $3.38M in Q2 2026. 307 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Mosley Wealth Management held 32,743 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $3.18M as of Q3 2026.
  • Mosley Wealth Management bought 1,367 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $141K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.93% of Mosley Wealth Management's portfolio in Q3 2026, its #25 holding.
  • Mosley Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $3.38M in Q2 2026.
  • 307 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.