Networth Advisors
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Networth Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Networth 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
Q3 		– Sell
-66
Closed -$7.12K – 401
2026
Q2 		$7.12K Buy
+66
New +$6.84K ﹤0.01% 199

Other funds holding CWB

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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

Networth Advisors's CWB Position: Q3 2026 in Review

Networth Advisors sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026, closing a stake of 66 shares — an estimated $7.12K sold.

Networth Advisors first reported a position in CWB in Q2 2026 and held it in 1 quarter. The position peaked at $7.12K in Q2 2026. 309 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Networth Advisors reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q3 2026 after selling out during the quarter.
  • Networth Advisors sold 66 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2026, an estimated $7.12K.
  • Networth Advisors first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2026 and held it in 1 quarter.
  • Networth Advisors's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $7.12K in Q2 2026.
  • 309 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.