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Steward Partners Investment Solutions’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Steward Partners Investment Solutions’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
2024
Q1 		$483K Buy
+6,610
New +$474K 0.08% 161

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 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
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Steward Partners Investment Solutions's CWB Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q1 2024: 6,610 shares worth $483K. The stake represents 0.08% of the portfolio and ranks #161 among its holdings.

465 funds tracked by Wall St. Rank hold CWB as of Q1 2024.

  • Steward Partners Investment Solutions held 6,610 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $483K as of Q1 2024.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new Steward Partners Investment Solutions position in Q1 2024.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #161 holding.
  • 465 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.