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RAFFA WEALTH MANAGEMENT, LLC’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2025
Q2 		– Sell
-131
Closed -$10K – 1111
2025
Q1 		$10K Hold
131
– – ﹤0.01% 316
2024
Q4 		$10.2K Buy
+131
New +$10.3K ﹤0.01% 320

Other funds holding CWB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $1.66T AUM 25.57% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's CWB Position: Q2 2025 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2025, closing a stake of 131 shares — an estimated $10K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in CWB in Q4 2024 and held it in 2 quarters. The position peaked at $10.2K in Q4 2024. 467 funds tracked by Wall St. Rank hold CWB as of Q2 2025.

  • RAFFA WEALTH MANAGEMENT, LLC reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2025 after selling out during the quarter.
  • RAFFA WEALTH MANAGEMENT, LLC sold 131 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2025, an estimated $10K.
  • RAFFA WEALTH MANAGEMENT, LLC first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q4 2024 and held it in 2 quarters.
  • RAFFA WEALTH MANAGEMENT, LLC's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $10.2K in Q4 2024.
  • 467 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2025.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2025, filed 27 Jul 2026.