Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P International Small Cap ETF GWX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio GWX Stock Details GWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$145K Buy
3,427
+459
+15% +$20K ﹤0.01% 2984
2025
Q4 		$121K Buy
2,968
+162
+6% +$6.51K ﹤0.01% 2923
2025
Q3 		$113K Sell
2,806
-143
-5% -$5.54K ﹤0.01% 2886
2025
Q2 		$110K Sell
2,949
-38
-1% -$1.3K ﹤0.01% 2621
2025
Q1 		$95K Buy
2,987
+333
+13% +$10.7K ﹤0.01% 2465
2024
Q4 		$82K Sell
2,654
-666
-20% -$21.5K ﹤0.01% 2418
2024
Q3 		$113K Sell
3,320
-2,937
-47% -$95.7K ﹤0.01% 2130
2024
Q2 		$199K Sell
6,257
-51
-0.8% -$1.64K ﹤0.01% 1584
2024
Q1 		$205K Sell
6,308
-14,544
-70% -$455K ﹤0.01% 1512
2023
Q4 		$662K Buy
20,852
+17,004
+442% +$499K ﹤0.01% 955
2023
Q3 		$112K Sell
3,848
-33
-0.9% -$1.01K ﹤0.01% 1567
2023
Q2 		$118K Sell
3,881
-707
-15% -$21.9K ﹤0.01% 1486
2023
Q1 		$142K Sell
4,588
-291
-6% -$8.98K ﹤0.01% 1340
2022
Q4 		$143K Buy
4,879
+2,327
+91% +$65.9K ﹤0.01% 1233
2022
Q3 		$67K Buy
2,552
+129
+5% +$3.78K ﹤0.01% 1520
2022
Q2 		$70K Sell
2,423
-1,014
-30% -$32.5K ﹤0.01% 1465
2022
Q1 		$121K Sell
3,437
-108
-3% -$3.82K ﹤0.01% 1257
2021
Q4 		$134K Buy
+3,545
New +$136K ﹤0.01% 1190
2021
Q2 		$137K Hold
3,537
– – ﹤0.01% 1024
2021
Q1 		$137K Hold
3,537
– – ﹤0.01% 1024
2020
Q4 		$137K Hold
3,537
– – ﹤0.01% 1024
2020
Q3 		$137K Hold
3,537
– – ﹤0.01% 1024
2020
Q2 		$137K Hold
3,537
– – ﹤0.01% 1024
2020
Q1 		$137K Hold
3,537
– – ﹤0.01% 1024
2019
Q4 		$137K Hold
3,537
– – ﹤0.01% 1024
2019
Q3 		$137K Hold
3,537
– – ﹤0.01% 1024
2019
Q2 		$137K Hold
3,537
– – ﹤0.01% 1024
2019
Q1 		$137K Buy
+3,537
New +$106K ﹤0.01% 1024
2017
Q2 		– Sell
-956
Closed -$30K – 1236
2017
Q1 		$30K Buy
+956
New +$29.3K ﹤0.01% 542

Other funds holding GWX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GWX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its State Street SPDR S&P International Small Cap ETF (GWX) stake by 15% in Q1 2026, buying an estimated $20K and bringing the position to 3,427 shares worth $145K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Carson Wealth (CWM LLC) first reported a position in GWX in Q1 2017 and has held it in 29 quarters since. The position peaked at $662K in Q4 2023. 252 funds tracked by Wall St. Rank hold GWX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,427 shares of State Street SPDR S&P International Small Cap ETF worth $145K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 459 State Street SPDR S&P International Small Cap ETF shares in Q1 2026, an estimated $20K.
  • State Street SPDR S&P International Small Cap ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2984 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P International Small Cap ETF in Q1 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P International Small Cap ETF position peaked at $662K in Q4 2023.
  • 252 funds tracked by Wall St. Rank held State Street SPDR S&P International Small Cap ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.