Carson Wealth (CWM LLC)
SPAB icon

Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPAB Stock Details SPAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$359M Sell
14,001,534
-4,192,224
-23% -$108M 0.94% 16
2025
Q4 		$468M Buy
18,193,758
+1,197,111
+7% +$31M 1.27% 11
2025
Q3 		$439M Sell
16,996,647
-91,062
-0.5% -$2.33M 1.32% 11
2025
Q2 		$437M Buy
17,087,709
+1,132,620
+7% +$28.6M 1.54% 10
2025
Q1 		$407M Sell
15,955,089
-373,060
-2% -$9.41M 1.63% 8
2024
Q4 		$408M Buy
16,328,149
+1,263,384
+8% +$32.1M 1.69% 9
2024
Q3 		$394M Buy
15,064,765
+1,054,449
+8% +$27.2M 1.69% 9
2024
Q2 		$352M Buy
14,010,316
+1,809,915
+15% +$45.1M 1.66% 10
2024
Q1 		$308M Buy
12,200,401
+1,780,689
+17% +$45M 1.5% 10
2023
Q4 		$267M Buy
10,419,712
+1,601,304
+18% +$39.4M 1.44% 8
2023
Q3 		$215M Buy
8,818,408
+1,430,659
+19% +$35.6M 1.32% 12
2023
Q2 		$187M Buy
7,387,749
+2,151,342
+41% +$55M 1.16% 15
2023
Q1 		$135M Buy
5,236,407
+1,734,579
+50% +$44.4M 0.91% 20
2022
Q4 		$88M Buy
3,501,828
+829,787
+31% +$20.8M 0.65% 28
2022
Q3 		$66.7M Buy
2,672,041
+381,693
+17% +$10M 0.53% 38
2022
Q2 		$60.4M Sell
2,290,348
-48,027
-2% -$1.28M 0.47% 45
2022
Q1 		$65M Buy
2,338,375
+303,811
+15% +$8.68M 0.46% 40
2021
Q4 		$60.3M Buy
+2,034,564
New +$60.5M 0.42% 42
2021
Q2 		$54.7M Hold
1,821,720
– – 0.44% 42
2021
Q1 		$54.7M Hold
1,821,720
– – 0.44% 42
2020
Q4 		$54.7M Hold
1,821,720
– – 0.44% 42
2020
Q3 		$54.7M Hold
1,821,720
– – 0.44% 42
2020
Q2 		$54.7M Hold
1,821,720
– – 0.44% 42
2020
Q1 		$54.7M Hold
1,821,720
– – 0.44% 42
2019
Q4 		$54.7M Hold
1,821,720
– – 0.44% 42
2019
Q3 		$54.7M Hold
1,821,720
– – 0.44% 42
2019
Q2 		$54.7M Hold
1,821,720
– – 0.44% 42
2019
Q1 		$54.7M Sell
1,821,720
-737,035
-29% -$20.7M 0.44% 42
2018
Q4 		$71.3M Buy
2,558,755
+402,445
+19% +$11.1M 1.78% 8
2018
Q3 		$59.8M Sell
2,156,310
-475,658
-18% -$13.2M 1.53% 10
2018
Q2 		$73.4M Buy
2,631,968
+717,980
+38% +$20M 2.42% 6
2018
Q1 		$53.9M Buy
1,913,988
+387,528
+25% +$10.9M 2.14% 6
2017
Q4 		$43.9M Buy
+1,526,460
New +$43.9M 1.95% 6

Other funds holding SPAB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 23% in Q1 2026, selling an estimated $108M and leaving 14,001,534 shares worth $359M. The position accounts for 0.94% of the portfolio, ranked #16.

Carson Wealth (CWM LLC) first reported a position in SPAB in Q4 2017 and has held it in 33 quarters since. The position peaked at $468M in Q4 2025. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 14,001,534 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $359M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 4,192,224 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $108M.
  • State Street SPDR Portfolio Aggregate Bond ETF made up 0.94% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #16 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q4 2017 and has held it in 33 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio Aggregate Bond ETF position peaked at $468M in Q4 2025.
  • 544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

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