Carson Wealth (CWM LLC)’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.8M | Buy |
188,979
+70,108
| +59% | +$6.22M | 0.06% | 280 |
|
|
2025
Q1 | $9.87M | Buy |
118,871
+65,988
| +125% | +$5.48M | 0.04% | 351 |
|
|
2024
Q4 | $4.78M | Buy |
52,883
+1,111
| +2% | +$100K | 0.02% | 484 |
|
|
2024
Q3 | $4.82M | Buy |
51,772
+14,900
| +40% | +$1.39M | 0.02% | 451 |
|
|
2024
Q2 | $3.17M | Buy |
36,872
+1,361
| +4% | +$117K | 0.01% | 523 |
|
|
2024
Q1 | $3.1M | Buy |
35,511
+4,831
| +16% | +$421K | 0.02% | 520 |
|
|
2023
Q4 | $2.57M | Buy |
30,680
+1,045
| +4% | +$87.4K | 0.01% | 533 |
|
|
2023
Q3 | $2.17M | Buy |
29,635
+675
| +2% | +$49.4K | 0.01% | 526 |
|
|
2023
Q2 | $2.23M | Buy |
28,960
+1,451
| +5% | +$112K | 0.01% | 495 |
|
|
2023
Q1 | $2.03M | Buy |
27,509
+1,172
| +4% | +$86.4K | 0.01% | 476 |
|
|
2022
Q4 | $1.9M | Buy |
26,337
+7,414
| +39% | +$536K | 0.01% | 459 |
|
|
2022
Q3 | $1.29M | Buy |
18,923
+2,519
| +15% | +$172K | 0.01% | 493 |
|
|
2022
Q2 | $1.16M | Sell |
16,404
-900
| -5% | -$63.4K | 0.01% | 529 |
|
|
2022
Q1 | $1.45M | Buy |
17,304
+4,211
| +32% | +$353K | 0.01% | 473 |
|
|
2021
Q4 | $1.22M | Buy |
+13,093
| New | +$1.22M | 0.01% | 534 |
|
|
2021
Q2 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2021
Q1 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2020
Q4 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2020
Q3 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2020
Q2 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2020
Q1 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2019
Q4 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2019
Q3 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2019
Q2 | $874K | Hold |
9,847
| – | – | 0.01% | 584 |
|
|
2019
Q1 | $874K | Buy |
9,847
+8,936
| +981% | +$793K | 0.01% | 584 |
|
|
2018
Q4 | $49K | Buy |
911
+258
| +40% | +$13.9K | ﹤0.01% | 880 |
|
|
2018
Q3 | $44K | Buy |
653
+437
| +202% | +$29.4K | ﹤0.01% | 777 |
|
|
2018
Q2 | $14K | Buy |
216
+100
| +86% | +$6.48K | ﹤0.01% | 915 |
|
|
2018
Q1 | $7K | Hold |
116
| – | – | ﹤0.01% | 945 |
|
|
2017
Q4 | $7K | Hold |
116
| – | – | ﹤0.01% | 995 |
|
|
2017
Q3 | $7K | Sell |
116
-72
| -38% | -$4.35K | ﹤0.01% | 1000 |
|
|
2017
Q2 | $10K | Buy |
+188
| New | +$10K | ﹤0.01% | 778 |
|