Wealthfront Advisers’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Wealthfront Advisers’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	$260K	Buy	2,410 +116	+5%	+$12K	﹤0.01%	1021
2026 Q1	$210K	Buy	+2,294	New	+$214K	﹤0.01%	1018

Other funds holding CWB

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

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

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

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

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

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wealthfront Advisers's CWB Position: Q2 2026 in Review

Wealthfront Advisers increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 5.1% in Q2 2026, buying an estimated $12K and bringing the position to 2,410 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1021.

Wealthfront Advisers first reported a position in CWB in Q1 2026 and has held it in 2 quarters since. 565 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Wealthfront Advisers held 2,410 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $260K as of Q2 2026.
Wealthfront Advisers bought 116 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $12K.
State Street SPDR Bloomberg Convertible Securities ETF made up ﹤0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #1021 holding.
Wealthfront Advisers first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2026 and has held it in 2 quarters since.
565 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.