Carson Wealth (CWM LLC)
SPEM icon

Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPEM Stock Details SPEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$140M Buy
2,985,833
+547,581
+22% +$26.7M 0.37% 52
2025
Q4 		$114M Buy
2,438,252
+174,521
+8% +$8.22M 0.31% 62
2025
Q3 		$106M Buy
2,263,731
+73,219
+3% +$3.26M 0.32% 62
2025
Q2 		$93.6M Buy
2,190,512
+234,635
+12% +$9.47M 0.33% 61
2025
Q1 		$77M Buy
1,955,877
+154,353
+9% +$6.05M 0.31% 67
2024
Q4 		$69.1M Buy
1,801,524
+506,282
+39% +$20.4M 0.29% 66
2024
Q3 		$53.5M Sell
1,295,242
-384,048
-23% -$14.7M 0.23% 88
2024
Q2 		$63.3M Buy
1,679,290
+88,957
+6% +$3.31M 0.3% 61
2024
Q1 		$57.6M Buy
1,590,333
+117,644
+8% +$4.14M 0.28% 66
2023
Q4 		$52.1M Sell
1,472,689
-280,533
-16% -$9.54M 0.28% 66
2023
Q3 		$58.9M Buy
1,753,222
+297,354
+20% +$10.3M 0.36% 54
2023
Q2 		$50.1M Buy
1,455,868
+681,445
+88% +$23.3M 0.31% 61
2023
Q1 		$26.4M Buy
774,423
+468,076
+153% +$16.1M 0.18% 121
2022
Q4 		$10.1M Buy
306,347
+240,536
+365% +$7.79M 0.07% 199
2022
Q3 		$2.04M Buy
65,811
+2,907
+5% +$98.9K 0.02% 417
2022
Q2 		$2.19M Sell
62,904
-113,676
-64% -$4.1M 0.02% 400
2022
Q1 		$6.82M Buy
176,580
+15,496
+10% +$624K 0.05% 265
2021
Q4 		$6.68M Buy
+161,084
New +$6.89M 0.05% 267
2021
Q2 		$6.12M Hold
134,517
– – 0.05% 264
2021
Q1 		$6.12M Hold
134,517
– – 0.05% 264
2020
Q4 		$6.12M Hold
134,517
– – 0.05% 264
2020
Q3 		$6.12M Hold
134,517
– – 0.05% 264
2020
Q2 		$6.12M Hold
134,517
– – 0.05% 264
2020
Q1 		$6.12M Hold
134,517
– – 0.05% 264
2019
Q4 		$6.12M Hold
134,517
– – 0.05% 264
2019
Q3 		$6.12M Hold
134,517
– – 0.05% 264
2019
Q2 		$6.12M Hold
134,517
– – 0.05% 264
2019
Q1 		$6.12M Sell
134,517
-387,021
-74% -$13.5M 0.05% 264
2018
Q4 		$16.9M Buy
521,538
+10,842
+2% +$358K 0.42% 59
2018
Q3 		$17.8M Sell
510,696
-216,986
-30% -$7.65M 0.45% 55
2018
Q2 		$25.7M Sell
727,682
-10,373
-1% -$390K 0.85% 29
2018
Q1 		$29M Buy
738,055
+340,026
+85% +$13.6M 1.15% 20
2017
Q4 		$15.2M Buy
398,029
+397,345
+58,091% +$14.8M 0.67% 41
2017
Q3 		$25K Hold
684
– – ﹤0.01% 663
2017
Q2 		$23K Sell
684
-892
-57% -$29.3K ﹤0.01% 616
2017
Q1 		$51K Buy
+1,576
New +$49K ﹤0.01% 459

Other funds holding SPEM

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $26B AUM

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Emerging Markets ETF (SPEM) stake by 22% in Q1 2026, buying an estimated $26.7M and bringing the position to 2,985,833 shares worth $140M. The position accounts for 0.37% of the portfolio, ranked #52.

Carson Wealth (CWM LLC) first reported a position in SPEM in Q1 2017 and has held it in 36 quarters since. 998 funds tracked by Wall St. Rank hold SPEM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,985,833 shares of State Street SPDR Portfolio Emerging Markets ETF worth $140M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 547,581 State Street SPDR Portfolio Emerging Markets ETF shares in Q1 2026, an estimated $26.7M.
  • State Street SPDR Portfolio Emerging Markets ETF made up 0.37% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #52 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2017 and has held it in 36 quarters since.
  • 998 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q1 2026.

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