Private Wealth Management Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Private Wealth Management Group’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 Q4	–	Sell	-49	Closed	-$4.43K	–	1487
2025 Q3	$4.43K	Buy	+49	New	+$4.21K	﹤0.01%	835

Other funds holding CWB

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

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Private Wealth Management Group's CWB Position: Q4 2025 in Review

Private Wealth Management Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2025, closing a stake of 49 shares — an estimated $4.43K sold.

Private Wealth Management Group first reported a position in CWB in Q3 2025 and held it in 1 quarter. The position peaked at $4.43K in Q3 2025. 507 funds tracked by Wall St. Rank hold CWB as of Q4 2025.

Private Wealth Management Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2025 after selling out during the quarter.
Private Wealth Management Group sold 49 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2025, an estimated $4.43K.
Private Wealth Management Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and held it in 1 quarter.
Private Wealth Management Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $4.43K in Q3 2025.
507 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2025.

Based on Private Wealth Management Group's 13F filing for Q4 2025, filed 23 Jan 2026.