Ken Fisher's CWB Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 2,922 shares of State Street SPDR Bloomberg Convertible Securities ETF (CWB) worth $260,642, representing 0.00% of the portfolio. First purchased in 2021-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Ken Fisher has maintained this position in CWB for several quarters, showing initial confidence in the investment. Largest addition occurred in Q2 2025, adding 2,922 shares. Largest reduction occurred in Q4 2021, reducing 2,665 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher's State Street SPDR Bloomberg Convertible Securities ETF (CWB) Holding Value Over Time
Track share changes against reported price movement
Quarterly State Street SPDR Bloomberg Convertible Securities ETF (CWB) Trades by Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +2,922 | New Buy | 2,922 | $82.68 |
| Q4 2021 | -2,665 | Sold Out | 0 | $0.00 |
| Q3 2021 | +2,665 | New Buy | 2,665 | $85.18 |
Ken Fisher's State Street SPDR Bloomberg Convertible Securities ETF Investment FAQs
Ken Fisher first purchased State Street SPDR Bloomberg Convertible Securities ETF (CWB) in Q3 2021, acquiring 2,665 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held State Street SPDR Bloomberg Convertible Securities ETF (CWB) for 5 quarters since Q3 2021.
Ken Fisher's largest addition to State Street SPDR Bloomberg Convertible Securities ETF (CWB) was in Q2 2025, adding 2,922 shares worth $241,591.
According to the latest 13F filing for Q4 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 2,922 shares of State Street SPDR Bloomberg Convertible Securities ETF (CWB), valued at approximately $260,642.
As of the Q4 2025 filing, State Street SPDR Bloomberg Convertible Securities ETF (CWB) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in State Street SPDR Bloomberg Convertible Securities ETF (CWB) was 2,922 shares, as reported at the end of Q2 2025.