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Synovus Financial’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Synovus Financial’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
Q4 		– Sell
-3,746
Closed -$287K – 882
2024
Q3 		$287K Buy
+3,746
New +$275K ﹤0.01% 802
2020
Q3 		– Sell
-915
Closed -$56K – 850
2020
Q2 		$56K Sell
915
-598
-40% -$32.8K ﹤0.01% 878
2020
Q1 		$72K Sell
1,513
-2,190
-59% -$119K ﹤0.01% 998
2019
Q4 		$205K Buy
3,703
+867
+31% +$46.7K ﹤0.01% 681
2019
Q3 		$149K Sell
2,836
-730
-20% -$38.7K ﹤0.01% 705
2019
Q2 		$189K Hold
3,566
– – ﹤0.01% 617
2019
Q1 		$186K Hold
3,566
– – ﹤0.01% 599
2018
Q4 		$167K Hold
3,566
– – ﹤0.01% 594
2018
Q3 		$191K Buy
3,566
+3,316
+1,326% +$178K ﹤0.01% 597
2018
Q2 		$13K Hold
250
– – ﹤0.01% 1015
2018
Q1 		$13K Buy
+250
New +$13K ﹤0.01% 992
2017
Q3 		– Sell
-3,746
Closed -$185K – 589
2017
Q2 		$185K Sell
3,746
-200
-5% -$9.79K ﹤0.01% 586
2017
Q1 		$190K Buy
3,946
+550
+16% +$26K ﹤0.01% 538
2016
Q4 		$155K Buy
3,396
+96
+3% +$4.38K ﹤0.01% 549
2016
Q3 		$152K Buy
3,300
+3,120
+1,733% +$142K ﹤0.01% 542
2016
Q2 		$8K Hold
180
– – ﹤0.01% 861
2016
Q1 		$8K Hold
180
– – ﹤0.01% 865
2015
Q4 		$8K Hold
180
– – ﹤0.01% 874
2015
Q3 		$8K Hold
180
– – ﹤0.01% 834
2015
Q2 		$8K Buy
+180
New +$8.73K ﹤0.01% 865

Other funds holding CWB

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Synovus Financial's CWB Position: Q4 2024 in Review

Synovus Financial sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q4 2024, closing a stake of 3,746 shares — an estimated $287K sold.

Synovus Financial first reported a position in CWB in Q2 2015 and held it in 20 quarters. The position peaked at $287K in Q3 2024. 519 funds tracked by Wall St. Rank hold CWB as of Q4 2024.

  • Synovus Financial reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q4 2024 after selling out during the quarter.
  • Synovus Financial sold 3,746 State Street SPDR Bloomberg Convertible Securities ETF shares in Q4 2024, an estimated $287K.
  • Synovus Financial first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2015 and held it in 20 quarters.
  • Synovus Financial's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $287K in Q3 2024.
  • 519 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q4 2024.

Based on Synovus Financial's 13F filing for Q4 2024, filed 13 Feb 2025.