UCB
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United Community Bank’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

United Community Bank’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 		$146K Sell
1,357
-50
-4% -$5.18K 0.05% 236
2026
Q1 		$129K Buy
+1,407
New +$131K 0.04% 246
2025
Q4 		– Sell
-2,023
Closed -$183K – 574
2025
Q3 		$183K Sell
2,023
-75
-4% -$6.45K 0.06% 214
2025
Q2 		$173K Sell
2,098
-30
-1% -$2.36K 0.06% 198
2025
Q1 		$163K Sell
2,128
-60
-3% -$4.74K 0.06% 201
2024
Q4 		$170K Hold
2,188
– – 0.07% 189
2024
Q3 		$168K Hold
2,188
– – 0.07% 197
2024
Q2 		$158K Buy
2,188
+32
+1% +$2.29K 0.06% 209
2024
Q1 		$157K Buy
2,156
+2
+0.1% +$143 0.06% 205
2023
Q4 		$155K Sell
2,154
-60
-3% -$4.07K 0.07% 204
2023
Q3 		$150K Sell
2,214
-184
-8% -$12.8K 0.07% 180
2023
Q2 		$168K Sell
2,398
-46
-2% -$3.09K 0.15% 95
2023
Q1 		$164K Buy
2,444
+65
+3% +$4.35K 0.16% 92
2022
Q4 		$153K Hold
2,379
– – 0.15% 89
2022
Q3 		$151K Hold
2,379
– – 0.16% 88
2022
Q2 		$154K Sell
2,379
-295
-11% -$20.5K 0.17% 83
2022
Q1 		$206K Buy
2,674
+210
+9% +$16.1K 0.21% 78
2021
Q4 		$204K Buy
+2,464
New +$211K 0.2% 85

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

United Community Bank's CWB Position: Q2 2026 in Review

United Community Bank reduced its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 3.6% in Q2 2026, selling an estimated $5.18K and leaving 1,357 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #236.

United Community Bank first reported a position in CWB in Q4 2021 and has held it in 18 quarters since. The position peaked at $206K in Q1 2022. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

  • United Community Bank held 1,357 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $146K as of Q2 2026.
  • United Community Bank sold 50 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $5.18K.
  • State Street SPDR Bloomberg Convertible Securities ETF made up 0.05% of United Community Bank's portfolio in Q2 2026, its #236 holding.
  • United Community Bank first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2021 and has held it in 18 quarters since.
  • United Community Bank's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $206K in Q1 2022.
  • 561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on United Community Bank's 13F filing for Q2 2026, filed 13 Aug 2026.