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

Carson Wealth (CWM LLC)’s Portfolio SMLV Stock Details SMLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-367	Closed	-$45K	–	5288
2025 Q1	$45K	Buy	+367	New	+$47.1K	﹤0.01%	3067
2023 Q3	–	Sell	-971	Closed	-$100K	–	4505
2023 Q2	$100K	Buy	971 +821	+547%	+$83.5K	﹤0.01%	1569
2023 Q1	$16K	Hold	150	–	–	﹤0.01%	2667
2022 Q4	$16K	Hold	150	–	–	﹤0.01%	2526
2022 Q3	$15K	Hold	150	–	–	﹤0.01%	2434
2022 Q2	$16K	Hold	150	–	–	﹤0.01%	2275
2022 Q1	$17K	Hold	150	–	–	﹤0.01%	2192
2021 Q4	$18K	Buy	+150	New	+$17.6K	﹤0.01%	2057
2019 Q1	–	Sell	-2,295	Closed	-$190K	–	3248
2018 Q4	$190K	Sell	2,295 -568	-20%	-$51.2K	﹤0.01%	610
2018 Q3	$278K	Buy	2,863 +2,795	+4,110%	+$273K	0.01%	455
2018 Q2	$6K	Buy	+68	New	+$6.27K	﹤0.01%	1159

Other funds holding SMLV

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dorval Corp Maple Grove, Minnesota $322M AUM 7.74% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

MWM

McNaughton Wealth Management San Diego, California $282M AUM 18.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Carson Wealth (CWM LLC)'s SMLV Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR US Small Cap Low Volatility Index ETF (SMLV) in Q2 2025, closing a stake of 367 shares — an estimated $45K sold.

Carson Wealth (CWM LLC) first reported a position in SMLV in Q2 2018 and held it in 11 quarters. The position peaked at $278K in Q3 2018. 86 funds tracked by Wall St. Rank hold SMLV as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining State Street SPDR US Small Cap Low Volatility Index ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 367 State Street SPDR US Small Cap Low Volatility Index ETF shares in Q2 2025, an estimated $45K.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR US Small Cap Low Volatility Index ETF in Q2 2018 and held it in 11 quarters.
Carson Wealth (CWM LLC)'s State Street SPDR US Small Cap Low Volatility Index ETF position peaked at $278K in Q3 2018.
86 funds tracked by Wall St. Rank held State Street SPDR US Small Cap Low Volatility Index ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.