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

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Morningstar Manager Research

Summary

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

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Portfolio Holdings CWB

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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

2.10 72.4 Mil
Financial Services

Palo Alto Networks Inc 0.375%

1.62 55.9 Mil
Corporate

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

1.62 55.9 Mil
Financial Services

Royal Caribbean Group 6%

1.52 52.5 Mil
Corporate

Albemarle Corp PRF PERPETUAL USD 1000 - Ser A 1/20th Pref St

1.17 40.3 Mil
Basic Materials

Microstrategy Incorporated 0.75%

1.15 39.8 Mil
Corporate

Western Digital Corp. 3%

1.13 39.0 Mil
Corporate

Ford Motor Company 0%

1.02 35.4 Mil
Corporate

PG&E Corporation 4.25%

0.98 33.9 Mil
Corporate

MongoDB Inc. 0.25%

0.92 31.7 Mil
Corporate