Strategic Investment Advisors’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.1M | Buy |
|
|||||
|
2025
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $14M | Buy |
|
|||||
|
2024
Q3 | $12.3M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $12.5M | Buy |
|
|||||
|
2023
Q2 | $12.3M | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $10.7M | Sell |
|
|||||
|
2022
Q3 | $12.8M | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $9.79M | Buy |
|
|||||
|
2021
Q2 | $8.86M | Buy |
|
|||||
|
2021
Q1 | $5.8M | Buy |
|
|||||
|
2020
Q4 | $2.82M | Buy |
|