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 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 $1.37T 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

LPL Financial San Diego, California $377B AUM 19.32% 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 $58.2B AUM 22.78% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Sagespring Wealth Partners's CWB Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 1.6% in Q1 2026, selling an estimated $8.03K and leaving 5,279 shares worth $483K. The position accounts for 0.01% of the portfolio, ranked #507.

Sagespring Wealth Partners first reported a position in CWB in Q4 2024 and has held it in 6 quarters since. The position peaked at $556K in Q4 2024. 524 funds tracked by Wall St. Rank hold CWB as of Q1 2026.

Sagespring Wealth Partners held 5,279 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $483K as of Q1 2026.
Sagespring Wealth Partners sold 86 State Street SPDR Bloomberg Convertible Securities ETF shares in Q1 2026, an estimated $8.03K.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #507 holding.
Sagespring Wealth Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $556K in Q4 2024.
524 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.