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J. M. Brown & Associates Inc.’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

J. M. Brown & Associates Inc.’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 		$7.51M Buy
+69,628
New +$7.22M 4.3% 2

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Lifestyle Asset Management Friendswood, Texas $372M AUM 33.97% 1-Year Est. Return
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William Mack & Associates Troy, Michigan $284M AUM 19.06% 1-Year Est. Return
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Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
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Windsor Capital Management Phoenix, Arizona $385M AUM 17.95% 1-Year Est. Return
DWS
Discipline Wealth Solutions Greenville, South Carolina $1.15B AUM 20.96% 1-Year Est. Return
BFG
Baron Financial Group Fair Lawn, New Jersey $210M AUM 21.78% 1-Year Est. Return
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Finward Bancorp Munster, Indiana $132M AUM 22.33% 1-Year Est. Return

J. M. Brown & Associates Inc.'s CWB Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2026: 69,628 shares worth $7.51M. The stake represents 4.3% of the portfolio and ranks #2 among its holdings.

153 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • J. M. Brown & Associates Inc. held 69,628 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $7.51M as of Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 4.3% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #2 holding.
  • 153 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.