Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$807M	Buy	17,682,357 +2,161,800	+14%	+$101M	2.12%	4
2025 Q4	$689M	Buy	15,520,557 +886,729	+6%	+$38.7M	1.87%	5
2025 Q3	$626M	Buy	14,633,828 +452,210	+3%	+$18.7M	1.88%	6
2025 Q2	$574M	Buy	14,181,618 +1,213,244	+9%	+$46.5M	2.02%	6
2025 Q1	$472M	Buy	12,968,374 +425,898	+3%	+$15.4M	1.88%	7
2024 Q4	$428M	Buy	12,542,476 +1,116,762	+10%	+$40M	1.78%	8
2024 Q3	$429M	Buy	11,425,714 +906,935	+9%	+$32.7M	1.85%	8
2024 Q2	$369M	Buy	10,518,779 +603,173	+6%	+$21.5M	1.74%	8
2024 Q1	$355M	Buy	9,915,606 +889,153	+10%	+$30.5M	1.73%	6
2023 Q4	$307M	Buy	9,026,453 +1,915,733	+27%	+$60.8M	1.65%	6
2023 Q3	$221M	Buy	7,110,720 +1,328,146	+23%	+$42.9M	1.35%	10
2023 Q2	$188M	Buy	5,782,574 +2,237,716	+63%	+$73M	1.16%	14
2023 Q1	$114M	Buy	3,544,858 +1,915,168	+118%	+$60.5M	0.77%	23
2022 Q4	$48.4M	Buy	1,629,690 +844,112	+107%	+$24.2M	0.36%	56
2022 Q3	$20.3M	Buy	785,578 +99,921	+15%	+$2.88M	0.16%	126
2022 Q2	$19.8M	Buy	685,657 +183,002	+36%	+$5.79M	0.15%	126
2022 Q1	$17.2M	Buy	502,655 +28,906	+6%	+$1M	0.12%	157
2021 Q4	$17.3M	Buy	+473,749	New	+$17.4M	0.12%	166
2021 Q2	$19.5M	Hold	530,034	–	–	0.16%	138
2021 Q1	$19.5M	Hold	530,034	–	–	0.16%	138
2020 Q4	$19.5M	Hold	530,034	–	–	0.16%	138
2020 Q3	$19.5M	Hold	530,034	–	–	0.16%	138
2020 Q2	$19.5M	Hold	530,034	–	–	0.16%	138
2020 Q1	$19.5M	Hold	530,034	–	–	0.16%	138
2019 Q4	$19.5M	Hold	530,034	–	–	0.16%	138
2019 Q3	$19.5M	Hold	530,034	–	–	0.16%	138
2019 Q2	$19.5M	Hold	530,034	–	–	0.16%	138
2019 Q1	$19.5M	Buy	530,034 +417,577	+371%	+$11.9M	0.16%	138
2018 Q4	$2.97M	Buy	112,457 +80,061	+247%	+$2.26M	0.07%	225
2018 Q3	$997K	Buy	32,396 +20,229	+166%	+$618K	0.03%	316
2018 Q2	$370K	Buy	+12,167	New	+$385K	0.01%	359
2017 Q2	–	Sell	-4,742	Closed	-$131K	–	1302
2017 Q1	$131K	Buy	+4,742	New	+$128K	0.01%	334

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $26B AUM

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 14% in Q1 2026, buying an estimated $101M and bringing the position to 17,682,357 shares worth $807M. The position accounts for 2.12% of the portfolio, ranked #4.

Carson Wealth (CWM LLC) first reported a position in SPDW in Q1 2017 and has held it in 32 quarters since. 1,197 funds tracked by Wall St. Rank hold SPDW as of Q1 2026.

Carson Wealth (CWM LLC) held 17,682,357 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $807M as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,161,800 State Street SPDR Portfolio Developed World ex-US ETF shares in Q1 2026, an estimated $101M.
State Street SPDR Portfolio Developed World ex-US ETF made up 2.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2017 and has held it in 32 quarters since.
1,197 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2026.

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