State Street(R) SPDR(R) Bloomberg Convertible Securities ETFCWB

ETFState Street
Type
ETF
Peer group
Taxable bond
Net assets
$4.5B
Expense ratio
0.40%
1-year return
+20.3%
3 years, a year
+15.7%
5 years, a year
+5.3%
12-month yield
1.54%
Holdings
337

What it aims to do.

The State Street SPDR Bloomberg Convertible Securities ETF (the Fund) seeks to provide investment results that, before fees and expenses, correspond generally to the price and yield performance of an index that tracks United States convertible securities markets.

Top 10 holdings.

Holding% of fund
WDC Western Digital Corp3.36%
State Street Global Advisors2.96%
BA Boeing Co/The2.11%
BABA Alibaba Group Holding2.03%
LITE Lumentum Holdings Inc1.66%
LITE Lumentum Holdings Inc1.60%
LITE Lumentum Holdings Inc1.32%
ORCL Oracle Corp1.31%
WFC Wells Fargo & Company1.28%
BAC Bank of America Corp1.07%

More on CWB.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.