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

Carson Wealth (CWM LLC)’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.26M Sell
215,712
-15,820
-7% -$464K 0.02% 719
2025
Q4 		$6.79M Buy
231,532
+3,691
+2% +$109K 0.02% 659
2025
Q3 		$6.75M Sell
227,841
-67,020
-23% -$1.96M 0.02% 603
2025
Q2 		$8.62M Buy
294,861
+23,830
+9% +$683K 0.03% 425
2025
Q1 		$7.87M Sell
271,031
-9,188
-3% -$265K 0.03% 406
2024
Q4 		$8.03M Buy
280,219
+46,708
+20% +$1.36M 0.03% 369
2024
Q3 		$7.01M Sell
233,511
-2,139
-0.9% -$63.1K 0.03% 375
2024
Q2 		$6.76M Buy
235,650
+294
+0.1% +$8.41K 0.03% 365
2024
Q1 		$6.85M Buy
235,356
+5,253
+2% +$153K 0.03% 360
2023
Q4 		$6.77M Buy
230,103
+88,913
+63% +$2.49M 0.04% 343
2023
Q3 		$3.89M Buy
141,190
+52,327
+59% +$1.48M 0.02% 410
2023
Q2 		$2.57M Sell
88,863
-13,009
-13% -$376K 0.02% 473
2023
Q1 		$2.98M Buy
101,872
+20,804
+26% +$604K 0.02% 418
2022
Q4 		$2.3M Buy
+81,068
New +$2.28M 0.02% 431
2022
Q3 		– Sell
-2,185
Closed -$65K – 4169
2022
Q2 		$65K Buy
+2,185
New +$66.1K ﹤0.01% 1506

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GKWIM
Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 6.8% in Q1 2026, selling an estimated $464K and leaving 215,712 shares worth $6.26M. The position accounts for 0.02% of the portfolio, ranked #719.

Carson Wealth (CWM LLC) first reported a position in SPBO in Q2 2022 and has held it in 15 quarters since. The position peaked at $8.62M in Q2 2025. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 215,712 shares of State Street SPDR Portfolio Corporate Bond ETF worth $6.26M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 15,820 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $464K.
  • State Street SPDR Portfolio Corporate Bond ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #719 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q2 2022 and has held it in 15 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio Corporate Bond ETF position peaked at $8.62M in Q2 2025.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

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