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

Reby 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
2020 Q4	$27K	Buy	+325	New	+$24.5K	0.01%	309

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Reby Advisors's CWB Position: Q4 2020 in Review

Reby Advisors opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2020: 325 shares worth $27K. The stake represents 0.01% of the portfolio and ranks #309 among its holdings.

478 funds tracked by Wall St. Rank hold CWB as of Q4 2020.

Reby Advisors held 325 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $27K as of Q4 2020.
State Street SPDR Bloomberg Convertible Securities ETF was a new Reby Advisors position in Q4 2020.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Reby Advisors's portfolio in Q4 2020, its #309 holding.
478 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2020.

Based on Reby Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.