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Sheets Smith Wealth Management’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Sheets Smith Wealth Management’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
2023
Q4 		– Sell
-490
Closed -$33.2K – 368
2023
Q3 		$33.2K Buy
+490
New +$34.2K 0.01% 405

Other funds holding CWB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RAG
RIA Advisory Group Des Moines, Iowa $421M AUM 30.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Sheets Smith Wealth Management's CWB Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2023, closing a stake of 490 shares — an estimated $33.2K sold.

Sheets Smith Wealth Management first reported a position in CWB in Q3 2023 and held it in 1 quarter. The position peaked at $33.2K in Q3 2023. 458 funds tracked by Wall St. Rank hold CWB as of Q4 2023.

  • Sheets Smith Wealth Management reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2023 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 490 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2023, an estimated $33.2K.
  • Sheets Smith Wealth Management first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2023 and held it in 1 quarter.
  • Sheets Smith Wealth Management's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $33.2K in Q3 2023.
  • 458 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2023.

Based on Sheets Smith Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.