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Purpose Unlimited Inc’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Purpose Unlimited Inc’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
Q1 		$640K Buy
7,003
+6,843
+4,277% +$639K 0.03% 146
2025
Q4 		$14.3K Buy
+160
New +$14.5K ﹤0.01% 286

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Purpose Unlimited Inc's CWB Position: Q1 2026 in Review

Purpose Unlimited Inc increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 4,277% in Q1 2026, buying an estimated $639K and bringing the position to 7,003 shares worth $640K. The position accounts for 0.03% of the portfolio, ranked #146.

Purpose Unlimited Inc first reported a position in CWB in Q4 2025 and has held it in 2 quarters since. 526 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

  • Purpose Unlimited Inc held 7,003 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $640K as of Q1 2026.
  • Purpose Unlimited Inc bought 6,843 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $639K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.03% of Purpose Unlimited Inc's portfolio in Q1 2026, its #146 holding.
  • Purpose Unlimited Inc first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2025 and has held it in 2 quarters since.
  • 526 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Purpose Unlimited Inc's 13F filing for Q1 2026, filed 15 May 2026.