Pinnacle Financial Partners (Tennessee)’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
2025 Q3	$757K	Buy	8,365 +1,303	+18%	+$112K	0.02%	290
2025 Q2	$584K	Buy	7,062 +155	+2%	+$12.2K	0.01%	315
2025 Q1	$529K	Buy	+6,907	New	+$546K	0.01%	321
2019 Q2	–	Sell	-4,400	Closed	-$230K	–	378
2019 Q1	$230K	Buy	+4,400	New	+$223K	0.02%	310
2018 Q4	–	Sell	-14,145	Closed	-$763K	–	337
2018 Q3	$763K	Buy	14,145 +5,982	+73%	+$321K	0.06%	198
2018 Q2	$433K	Hold	8,163	–	–	0.04%	233
2018 Q1	$422K	Buy	8,163 +3,138	+62%	+$164K	0.04%	227
2017 Q4	$254K	Buy	5,025 +162	+3%	+$8.33K	0.03%	276
2017 Q3	$248K	Hold	4,863	–	–	0.03%	255
2017 Q2	$241K	Buy	+4,863	New	+$238K	0.03%	266

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 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Pinnacle Financial Partners (Tennessee)'s CWB Position: Q3 2025 in Review

Pinnacle Financial Partners (Tennessee) increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 18% in Q3 2025, buying an estimated $112K and bringing the position to 8,365 shares worth $757K. The position accounts for 0.02% of the portfolio, ranked #290.

Pinnacle Financial Partners (Tennessee) first reported a position in CWB in Q2 2017 and has held it in 10 quarters since. The position peaked at $763K in Q3 2018. 487 funds tracked by Wall St. Rank hold CWB as of Q3 2025.

Pinnacle Financial Partners (Tennessee) held 8,365 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $757K as of Q3 2025.
Pinnacle Financial Partners (Tennessee) bought 1,303 State Street SPDR Bloomberg Convertible Securities ETF shares in Q3 2025, an estimated $112K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.02% of Pinnacle Financial Partners (Tennessee)'s portfolio in Q3 2025, its #290 holding.
Pinnacle Financial Partners (Tennessee) first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2017 and has held it in 10 quarters since.
Pinnacle Financial Partners (Tennessee)'s State Street SPDR Bloomberg Convertible Securities ETF position peaked at $763K in Q3 2018.
487 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2025.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2025, filed 28 Oct 2025.