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Steigerwald Gordon & Koch’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Steigerwald Gordon & Koch’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 		$10.8K Hold
100
– – ﹤0.01% 525
2026
Q1 		$9.15K Hold
100
– – ﹤0.01% 533
2025
Q4 		$8.92K Hold
100
– – ﹤0.01% 591
2025
Q3 		$9.05K Buy
+100
New +$8.6K ﹤0.01% 539

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Steigerwald Gordon & Koch's CWB Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its State Street SPDR Bloomberg Convertible Securities ETF (CWB) position steady in Q2 2026 at 100 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Steigerwald Gordon & Koch first reported a position in CWB in Q3 2025 and has held it in 4 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • Steigerwald Gordon & Koch held 100 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $10.8K as of Q2 2026.
  • Steigerwald Gordon & Koch left its State Street SPDR Bloomberg Convertible Securities ETF share count unchanged in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #525 holding.
  • Steigerwald Gordon & Koch first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q3 2025 and has held it in 4 quarters since.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.