Skip to Content

SPDR® Blmbg Convert Secs ETF CWB

Medalist Rating as of | See State Street Investment Hub

Morningstar’s Analysis CWB

Will CWB outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A strong management team and sound investment process underpin SPDR ® Blmbg Convert Secs ETF's Morningstar Medalist Rating of Bronze.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CWB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Wells Fargo & Co 7 1/2 % Non Cum Perp Conv Pfd Shs -A- Series -L-

2.08 76.8 Mil
Financial Services

Palo Alto Networks Inc 0.375%

1.88 69.2 Mil
Corporate

Bank of America Corp 7 1/4 % Non-Cum Perp Conv Pfd Shs Series -L-

1.68 62.1 Mil
Financial Services

Royal Caribbean Group 6%

1.43 52.7 Mil
Corporate

Microstrategy Incorporated 0.75%

1.37 50.6 Mil
Corporate

Ford Motor Company 0%

1.05 38.7 Mil
Corporate

Western Digital Corp. 3%

1.03 37.9 Mil
Corporate

PG&E Corporation 4.25%

0.94 34.8 Mil
Corporate

Uber Technologies Inc 0.875%

0.94 34.5 Mil
Corporate

MongoDB Inc. 0.25%

0.91 33.7 Mil
Corporate