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 Q2	$1.43M	Hold	13,224	–	–	0.03%	496
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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

Mount Yale Investment Advisors's CWB Position: Q2 2026 in Review

Mount Yale Investment Advisors held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 13,224 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #496.

Mount Yale Investment Advisors first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. 564 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Mount Yale Investment Advisors held 13,224 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $1.43M as of Q2 2026.
Mount Yale Investment Advisors left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #496 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 4 quarters since.
564 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.