Carson Wealth (CWM LLC)
SLY

Carson Wealth (CWM LLC)’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLY Stock Details SLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2,203
Closed -$185K – 4612
2023
Q1 		$185K Sell
2,203
-45
-2% -$3.9K ﹤0.01% 1226
2022
Q4 		$185K Sell
2,248
-184
-8% -$15.3K ﹤0.01% 1129
2022
Q3 		$184K Sell
2,432
-138
-5% -$11.6K ﹤0.01% 1090
2022
Q2 		$206K Buy
2,570
+1,493
+139% +$129K ﹤0.01% 1039
2022
Q1 		$101K Buy
1,077
+85
+9% +$7.96K ﹤0.01% 1324
2021
Q4 		$99K Buy
+992
New +$98.1K ﹤0.01% 1300
2021
Q2 		$25K Hold
258
– – ﹤0.01% 1697
2021
Q1 		$25K Hold
258
– – ﹤0.01% 1697
2020
Q4 		$25K Hold
258
– – ﹤0.01% 1697
2020
Q3 		$25K Hold
258
– – ﹤0.01% 1697
2020
Q2 		$25K Hold
258
– – ﹤0.01% 1697
2020
Q1 		$25K Hold
258
– – ﹤0.01% 1696
2019
Q4 		$25K Hold
258
– – ﹤0.01% 1696
2019
Q3 		$25K Hold
258
– – ﹤0.01% 1696
2019
Q2 		$25K Hold
258
– – ﹤0.01% 1696
2019
Q1 		$25K Buy
+258
New +$17.1K ﹤0.01% 1695
2018
Q4 		– Sell
-192
Closed -$14K – 2375
2018
Q3 		$14K Buy
+192
New +$14.6K ﹤0.01% 1068

Other funds holding SLY

MC
Mathes Company New York $274M AUM 33.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SLY Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 2,203 shares — an estimated $185K sold.

Carson Wealth (CWM LLC) first reported a position in SLY in Q3 2018 and held it in 17 quarters. The position peaked at $206K in Q2 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 2,203 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $185K.
  • Carson Wealth (CWM LLC) first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q3 2018 and held it in 17 quarters.
  • Carson Wealth (CWM LLC)'s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $206K in Q2 2022.
  • 3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.