Sagespring Wealth Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Sagespring Wealth 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 Q2	$569K	Buy	5,281 +2	+0%	+$207	0.01%	496
2026 Q1	$483K	Sell	5,279 -86	-2%	-$8.03K	0.01%	507
2025 Q4	$479K	Sell	5,365 -107	-2%	-$9.73K	0.01%	489
2025 Q3	$495K	Sell	5,472 -21	-0.4%	-$1.81K	0.01%	458
2025 Q2	$454K	Buy	5,493 +35	+0.6%	+$2.75K	0.01%	464
2025 Q1	$418K	Sell	5,458 -1,684	-24%	-$133K	0.01%	429
2024 Q4	$556K	Buy	+7,142	New	+$563K	0.01%	322

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sagespring Wealth Partners's CWB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.04% in Q2 2026, buying an estimated $207 and bringing the position to 5,281 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #496.

Sagespring Wealth Partners first reported a position in CWB in Q4 2024 and has held it in 7 quarters since. 564 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Sagespring Wealth Partners held 5,281 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $569K as of Q2 2026.
Sagespring Wealth Partners bought 2 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $207.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #496 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and has held it in 7 quarters since.
564 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.