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Mount Yale Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Mount Yale Investment Advisors’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
Q1 		$1.21M Sell
13,224
-1
-0% -$93 0.03% 481
2025
Q4 		$1.18M Buy
13,225
+3,075
+30% +$280K 0.06% 290
2025
Q3 		$919K Buy
+10,150
New +$873K 0.06% 296

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Mount Yale Investment Advisors's CWB Position: Q1 2026 in Review

Mount Yale Investment Advisors reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.01% in Q1 2026, selling an estimated $93 and leaving 13,224 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #481.

Mount Yale Investment Advisors first reported a position in CWB in Q3 2025 and has held it in 3 quarters since. 526 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • Mount Yale Investment Advisors held 13,224 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.21M as of Q1 2026.
  • Mount Yale Investment Advisors sold 1 State Street SPDR Bloomberg Convertible Securities ETF share in Q1 2026, an estimated $93.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #481 holding.
  • Mount Yale Investment Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 3 quarters since.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.