Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SLYG Stock Details SLYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.3M Sell
137,291
-10,341
-7% -$1.02M 0.03% 453
2025
Q4 		$13.9M Sell
147,632
-23,497
-14% -$2.22M 0.04% 417
2025
Q3 		$16.1M Sell
171,129
-17,850
-9% -$1.64M 0.05% 331
2025
Q2 		$16.8M Buy
188,979
+70,108
+59% +$5.86M 0.06% 280
2025
Q1 		$9.87M Buy
118,871
+65,988
+125% +$5.89M 0.04% 351
2024
Q4 		$4.78M Buy
52,883
+1,111
+2% +$105K 0.02% 484
2024
Q3 		$4.82M Buy
51,772
+14,900
+40% +$1.34M 0.02% 452
2024
Q2 		$3.17M Buy
36,872
+1,361
+4% +$116K 0.01% 524
2024
Q1 		$3.1M Buy
35,511
+4,831
+16% +$403K 0.02% 521
2023
Q4 		$2.57M Buy
30,680
+1,045
+4% +$78.4K 0.01% 534
2023
Q3 		$2.17M Buy
29,635
+675
+2% +$52K 0.01% 527
2023
Q2 		$2.23M Buy
28,960
+1,451
+5% +$106K 0.01% 496
2023
Q1 		$2.03M Buy
27,509
+1,172
+4% +$88.4K 0.01% 477
2022
Q4 		$1.9M Buy
26,337
+7,414
+39% +$546K 0.01% 461
2022
Q3 		$1.29M Buy
18,923
+2,519
+15% +$189K 0.01% 495
2022
Q2 		$1.16M Sell
16,404
-900
-5% -$68.3K 0.01% 531
2022
Q1 		$1.45M Buy
17,304
+4,211
+32% +$355K 0.01% 474
2021
Q4 		$1.22M Buy
+13,093
New +$1.19M 0.01% 535
2021
Q2 		$874K Hold
9,847
– – 0.01% 585
2021
Q1 		$874K Hold
9,847
– – 0.01% 585
2020
Q4 		$874K Hold
9,847
– – 0.01% 585
2020
Q3 		$874K Hold
9,847
– – 0.01% 585
2020
Q2 		$874K Hold
9,847
– – 0.01% 585
2020
Q1 		$874K Hold
9,847
– – 0.01% 585
2019
Q4 		$874K Hold
9,847
– – 0.01% 585
2019
Q3 		$874K Hold
9,847
– – 0.01% 585
2019
Q2 		$874K Hold
9,847
– – 0.01% 585
2019
Q1 		$874K Buy
9,847
+8,936
+981% +$528K 0.01% 585
2018
Q4 		$49K Buy
911
+258
+40% +$15.4K ﹤0.01% 883
2018
Q3 		$44K Buy
653
+437
+202% +$29.4K ﹤0.01% 779
2018
Q2 		$14K Buy
216
+100
+86% +$6.14K ﹤0.01% 919
2018
Q1 		$7K Hold
116
– – ﹤0.01% 946
2017
Q4 		$7K Hold
116
– – ﹤0.01% 996
2017
Q3 		$7K Sell
116
-72
-38% -$3.9K ﹤0.01% 1001
2017
Q2 		$10K Buy
+188
New +$10K ﹤0.01% 779

Other funds holding SLYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
NP
NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return
DE
Diversified Enterprises Wilmington, Delaware $1.83B AUM 16.79% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $982M AUM 15.11% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P 600 Small Cap Growth ETF (SLYG) stake by 7% in Q1 2026, selling an estimated $1.02M and leaving 137,291 shares worth $13.3M. The position accounts for 0.03% of the portfolio, ranked #453.

Carson Wealth (CWM LLC) first reported a position in SLYG in Q2 2017 and has held it in 35 quarters since. The position peaked at $16.8M in Q2 2025. 514 funds tracked by Wall St. Rank hold SLYG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 137,291 shares of State Street SPDR S&P 600 Small Cap Growth ETF worth $13.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 10,341 State Street SPDR S&P 600 Small Cap Growth ETF shares in Q1 2026, an estimated $1.02M.
  • State Street SPDR S&P 600 Small Cap Growth ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #453 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 600 Small Cap Growth ETF in Q2 2017 and has held it in 35 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P 600 Small Cap Growth ETF position peaked at $16.8M in Q2 2025.
  • 514 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Growth ETF as of Q1 2026.

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