Westmount Partners’s State Street SPDR Bloomberg Convertible Securities ETF CWB Stock Holding History

Westmount Partners’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	$319K	Buy	2,961 +6	+0.2%	+$622	0.07%	202
2026 Q1	$270K	Buy	2,955 +5	+0.2%	+$467	0.07%	218
2025 Q4	$263K	Buy	2,950 +10	+0.3%	+$909	0.07%	212
2025 Q3	$268K	Buy	2,940 +8	+0.3%	+$688	0.07%	205
2025 Q2	$242K	Buy	2,932 +9	+0.3%	+$707	0.07%	220
2025 Q1	$224K	Buy	2,923 +6	+0.2%	+$474	0.07%	221
2024 Q4	$227K	Buy	2,917 +13	+0.4%	+$1.02K	0.07%	195
2024 Q3	$222K	Buy	2,904 +8	+0.3%	+$588	0.07%	207
2024 Q2	$208K	Buy	2,896 +8	+0.3%	+$573	0.07%	202
2024 Q1	$211K	Buy	2,888 +5	+0.2%	+$358	0.08%	196
2023 Q4	$208K	Buy	+2,883	New	+$196K	0.08%	189
2023 Q3	–	Sell	-2,860	Closed	-$200K	–	196
2023 Q2	$200K	Buy	+2,860	New	+$192K	0.09%	175

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

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

Westmount Partners's CWB Position: Q2 2026 in Review

Westmount Partners increased its State Street SPDR Bloomberg Convertible Securities ETF (CWB) stake by 0.2% in Q2 2026, buying an estimated $622 and bringing the position to 2,961 shares worth $319K. The position accounts for 0.07% of the portfolio, ranked #202.

Westmount Partners first reported a position in CWB in Q2 2023 and has held it in 12 quarters since. 561 funds tracked by Wall St. Rank hold CWB as of Q2 2026.

Westmount Partners held 2,961 shares of State Street SPDR Bloomberg Convertible Securities ETF worth $319K as of Q2 2026.
Westmount Partners bought 6 State Street SPDR Bloomberg Convertible Securities ETF shares in Q2 2026, an estimated $622.
State Street SPDR Bloomberg Convertible Securities ETF made up 0.07% of Westmount Partners's portfolio in Q2 2026, its #202 holding.
Westmount Partners first reported a position in State Street SPDR Bloomberg Convertible Securities ETF in Q2 2023 and has held it in 12 quarters since.
561 funds tracked by Wall St. Rank held State Street SPDR Bloomberg Convertible Securities ETF as of Q2 2026.

Based on Westmount Partners's 13F filing for Q2 2026, filed 7 Jul 2026.