Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $439M | Sell |
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|
2025
Q2 | $437M | Buy |
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|
2025
Q1 | $407M | Sell |
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|
2024
Q4 | $408M | Buy |
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|
2024
Q3 | $394M | Buy |
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|
2024
Q2 | $352M | Buy |
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|
2024
Q1 | $308M | Buy |
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|
2023
Q4 | $267M | Buy |
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|
2023
Q3 | $215M | Buy |
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|
2023
Q2 | $187M | Buy |
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|
2023
Q1 | $135M | Buy |
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|
2022
Q4 | $88M | Buy |
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|
2022
Q3 | $66.7M | Buy |
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|
2022
Q2 | $60.4M | Sell |
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|
2022
Q1 | $65M | Buy |
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|
2021
Q4 | $60.3M | Buy |
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|
2021
Q2 | $54.7M | Hold |
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|
2021
Q1 | $54.7M | Hold |
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|
2020
Q4 | $54.7M | Hold |
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|
2020
Q3 | $54.7M | Hold |
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|
2020
Q2 | $54.7M | Hold |
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|
2020
Q1 | $54.7M | Hold |
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|
2019
Q4 | $54.7M | Hold |
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|
2019
Q3 | $54.7M | Hold |
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|
2019
Q2 | $54.7M | Hold |
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|
2019
Q1 | $54.7M | Sell |
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|
2018
Q4 | $71.3M | Buy |
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|
2018
Q3 | $59.8M | Sell |
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|
2018
Q2 | $73.4M | Buy |
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|
2018
Q1 | $53.9M | Buy |
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|
2017
Q4 | $43.9M | Buy |
|