Root Financial Partners
CWB icon

Root Financial Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Root Financial Partners’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
Q3 		$63.4K Buy
+627
New +$64.6K ﹤0.01% 960

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Northwestern Mutual Wealth Management
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Bessemer Group
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AssetMark Inc
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PNC Financial Services Group
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Goodman Advisory Group
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UBS Group
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Root Financial Partners's CWB Position: Q3 2026 in Review

Root Financial Partners opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2026: 627 shares worth $63.4K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings.

466 funds tracked by Wall St. Rank hold CWB as of Q3 2026.

  • Root Financial Partners held 627 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $63.4K as of Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Root Financial Partners position in Q3 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #960 holding.
  • 466 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.