Carson Wealth (CWM LLC)
LGLV icon

Carson Wealth (CWM LLC)’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio LGLV Stock Details LGLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$318M Sell
1,783,969
-20,191
-1% -$3.68M 0.83% 19
2025
Q4 		$317M Buy
1,804,160
+280,101
+18% +$49.1M 0.86% 21
2025
Q3 		$272M Buy
1,524,059
+143,448
+10% +$25.2M 0.82% 21
2025
Q2 		$241M Buy
1,380,611
+565,980
+69% +$96.9M 0.85% 21
2025
Q1 		$142M Buy
814,631
+474,766
+140% +$80.9M 0.57% 36
2024
Q4 		$56.1M Buy
339,865
+21,750
+7% +$3.72M 0.23% 83
2024
Q3 		$53.8M Buy
318,115
+314,205
+8,036% +$50.9M 0.23% 87
2024
Q2 		$597K Sell
3,910
-476
-11% -$72.5K ﹤0.01% 1122
2024
Q1 		$683K Sell
4,386
-66
-1% -$9.87K ﹤0.01% 1009
2023
Q4 		$646K Sell
4,452
-1,537
-26% -$212K ﹤0.01% 965
2023
Q3 		$800K Buy
5,989
+56
+0.9% +$7.81K ﹤0.01% 828
2023
Q2 		$834K Buy
5,933
+151
+3% +$20.8K 0.01% 775
2023
Q1 		$791K Sell
5,782
-317
-5% -$43.2K 0.01% 725
2022
Q4 		$827K Buy
6,099
+418
+7% +$55.7K 0.01% 667
2022
Q3 		$701K Sell
5,681
-1,066
-16% -$144K 0.01% 653
2022
Q2 		$884K Sell
6,747
-2,231
-25% -$306K 0.01% 590
2022
Q1 		$1.29M Buy
8,978
+8,439
+1,566% +$1.18M 0.01% 501
2021
Q4 		$81K Buy
+539
New +$77.2K ﹤0.01% 1389
2021
Q2 		$13K Hold
100
– – ﹤0.01% 1992
2021
Q1 		$13K Hold
100
– – ﹤0.01% 1992
2020
Q4 		$13K Hold
100
– – ﹤0.01% 1992
2020
Q3 		$13K Hold
100
– – ﹤0.01% 1992
2020
Q2 		$13K Hold
100
– – ﹤0.01% 1991
2020
Q1 		$13K Hold
100
– – ﹤0.01% 1991
2019
Q4 		$13K Hold
100
– – ﹤0.01% 1991
2019
Q3 		$13K Hold
100
– – ﹤0.01% 1991
2019
Q2 		$13K Hold
100
– – ﹤0.01% 1991
2019
Q1 		$13K Buy
+100
New +$9.58K ﹤0.01% 1991

Other funds holding LGLV

SPWG
Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DC
Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) stake by 1.1% in Q1 2026, selling an estimated $3.68M and leaving 1,783,969 shares worth $318M. The position accounts for 0.83% of the portfolio, ranked #19.

Carson Wealth (CWM LLC) first reported a position in LGLV in Q1 2019 and has held it in 28 quarters since. 192 funds tracked by Wall St. Rank hold LGLV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,783,969 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $318M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 20,191 State Street SPDR US Large Cap Low Volatility Index ETF shares in Q1 2026, an estimated $3.68M.
  • State Street SPDR US Large Cap Low Volatility Index ETF made up 0.83% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #19 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q1 2019 and has held it in 28 quarters since.
  • 192 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2026.

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