West Wealth Group’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

West Wealth Group’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	-2,932	Closed	-$225K	–	112
2025 Q1	$225K	Sell	2,932 -112	-4%	-$8.85K	0.07%	88
2024 Q4	$237K	Buy	3,044 +183	+6%	+$14.4K	0.07%	81
2024 Q3	$219K	Sell	2,861 -632	-18%	-$46.4K	0.07%	78
2024 Q2	$252K	Sell	3,493 -49	-1%	-$3.51K	0.09%	74
2024 Q1	$259K	Sell	3,542 -1,549	-30%	-$111K	0.1%	69
2023 Q4	$367K	Sell	5,091 -1,974	-28%	-$134K	0.14%	53
2023 Q3	$479K	Sell	7,065 -529	-7%	-$36.9K	0.21%	43
2023 Q2	$531K	Buy	7,594 +4,401	+138%	+$296K	0.22%	35
2023 Q1	$214K	Buy	+3,193	New	+$214K	0.1%	65

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 22.96% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

West Wealth Group's CWB Position: Q2 2025 in Review

West Wealth Group sold out of State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q2 2025, closing a stake of 2,932 shares — an estimated $225K sold.

West Wealth Group first reported a position in CWB in Q1 2023 and held it in 9 quarters. The position peaked at $531K in Q2 2023. 468 funds tracked by Wall St. Rank hold CWB as of Q2 2025.

West Wealth Group reported no remaining State Street SPDR Bloomberg Convertible Securities ETF position as of Q2 2025 after selling out during the quarter.
West Wealth Group sold 2,932 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2025, an estimated $225K.
West Wealth Group first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q1 2023 and held it in 9 quarters.
West Wealth Group's State Street SPDR Bloomberg Convertible Securities ETF position peaked at $531K in Q2 2023.
468 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2025.

Based on West Wealth Group's 13F filing for Q2 2025, filed 13 Aug 2025.