Syverson Strege & Co’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-1,382	Closed	-$92.7K	–	196
2023 Q1	$92.7K	Hold	1,382	–	–	0.04%	93
2022 Q4	$88.9K	Hold	1,382	–	–	0.04%	99
2022 Q3	$87K	Hold	1,382	–	–	0.04%	95
2022 Q2	$89K	Hold	1,382	–	–	0.03%	105
2022 Q1	$106K	Hold	1,382	–	–	0.12%	90
2021 Q4	$115K	Hold	1,382	–	–	0.09%	91
2021 Q3	$118K	Hold	1,382	–	–	0.09%	92
2021 Q2	$120K	Hold	1,382	–	–	0.11%	86
2021 Q1	$115K	Hold	1,382	–	–	0.12%	82
2020 Q4	$114K	Buy	+1,382	New	+$104K	0.11%	79

Other funds holding CWB

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Syverson Strege & Co's CWB Position: Q2 2023 in Review

Syverson Strege & Co sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2023, closing a stake of 1,382 shares — an estimated $92.7K sold.

Syverson Strege & Co first reported a position in CWB in Q4 2020 and held it in 10 quarters. The position peaked at $120K in Q2 2021. 474 funds tracked by Wall St. Rank hold CWB as of Q2 2023.

Syverson Strege & Co reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 1,382 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2023, an estimated $92.7K.
Syverson Strege & Co first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $120K in Q2 2021.
474 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.