People's United Financial’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

People's United Financial’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
2022 Q1	$294K	Hold	3,824	–	–	0.01%	540
2021 Q4	$317K	Sell	3,824 -75	-2%	-$6.42K	0.01%	559
2021 Q3	$333K	Hold	3,899	–	–	0.01%	594
2021 Q2	$338K	Buy	3,899 +1,075	+38%	+$90.8K	0.01%	585
2021 Q1	$235K	Hold	2,824	–	–	0.01%	644
2020 Q4	$234K	Buy	+2,824	New	+$213K	0.01%	605

Other funds holding CWB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

People's United Financial's CWB Position: Q1 2022 in Review

People's United Financial held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q1 2022 at 3,824 shares worth $294K. The position accounts for 0.01% of the portfolio, ranked #540.

People's United Financial first reported a position in CWB in Q4 2020 and has held it in 6 quarters since. The position peaked at $338K in Q2 2021. 486 funds tracked by Wall St. Rank hold CWB as of Q1 2022.

People's United Financial held 3,824 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $294K as of Q1 2022.
People's United Financial left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q1 2022.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of People's United Financial's portfolio in Q1 2022, its #540 holding.
People's United Financial first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and has held it in 6 quarters since.
People's United Financial's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $338K in Q2 2021.
486 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2022.

Based on People's United Financial's 13F filing for Q1 2022, filed 10 May 2022.