Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Europe ETF SPEU Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPEU Stock Details SPEU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$61.9M Sell
1,208,741
-1,224,529
-50% -$65.5M 0.16% 133
2025
Q4 		$127M Buy
2,433,270
+217,888
+10% +$11M 0.34% 59
2025
Q3 		$110M Buy
2,215,382
+168,266
+8% +$8.23M 0.33% 58
2025
Q2 		$99.2M Buy
2,047,116
+1,230,497
+151% +$56.9M 0.35% 59
2025
Q1 		$35.9M Buy
816,619
+816,360
+315,197% +$35.3M 0.14% 136
2024
Q4 		$10K Sell
259
-2
-0.8% -$83 ﹤0.01% 3892
2024
Q3 		$12K Sell
261
-68
-21% -$2.92K ﹤0.01% 3696
2024
Q2 		$14K Sell
329
-1,686
-84% -$71.5K ﹤0.01% 3357
2024
Q1 		$85K Sell
2,015
-5,692
-74% -$231K ﹤0.01% 1976
2023
Q4 		$311K Sell
7,707
-2,460
-24% -$91.7K ﹤0.01% 1234
2023
Q3 		$367K Sell
10,167
-1,496
-13% -$56.8K ﹤0.01% 1090
2023
Q2 		$449K Buy
11,663
+7,371
+172% +$286K ﹤0.01% 975
2023
Q1 		$163K Buy
4,292
+4,281
+38,918% +$160K ﹤0.01% 1285
2022
Q4 		$0 Buy
+11
New +$362 ﹤0.01% 4238
2022
Q2 		– Sell
-80
Closed -$3K – 4079
2022
Q1 		$3K Hold
80
– – ﹤0.01% 3082
2021
Q4 		$3K Buy
+80
New +$3.38K ﹤0.01% 3033
2021
Q2 		$3K Hold
80
– – ﹤0.01% 2561
2021
Q1 		$3K Hold
80
– – ﹤0.01% 2560
2020
Q4 		$3K Hold
80
– – ﹤0.01% 2560
2020
Q3 		$3K Hold
80
– – ﹤0.01% 2559
2020
Q2 		$3K Hold
80
– – ﹤0.01% 2558
2020
Q1 		$3K Hold
80
– – ﹤0.01% 2556
2019
Q4 		$3K Hold
80
– – ﹤0.01% 2555
2019
Q3 		$3K Hold
80
– – ﹤0.01% 2555
2019
Q2 		$3K Hold
80
– – ﹤0.01% 2555
2019
Q1 		$3K Buy
+80
New +$2.55K ﹤0.01% 2555

Other funds holding SPEU

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 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
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TCFP
Treasure Coast Financial Planning Vero Beach, Florida $205M AUM 13.02% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio Europe ETF (SPEU) stake by 50% in Q1 2026, selling an estimated $65.5M and leaving 1,208,741 shares worth $61.9M. The position accounts for 0.16% of the portfolio, ranked #133.

Carson Wealth (CWM LLC) first reported a position in SPEU in Q1 2019 and has held it in 26 quarters since. The position peaked at $127M in Q4 2025. 103 funds tracked by Wall St. Rank hold SPEU as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,208,741 shares of State Street SPDR Portfolio Europe ETF worth $61.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,224,529 State Street SPDR Portfolio Europe ETF shares in Q1 2026, an estimated $65.5M.
  • State Street SPDR Portfolio Europe ETF made up 0.16% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #133 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Europe ETF in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio Europe ETF position peaked at $127M in Q4 2025.
  • 103 funds tracked by Wall St. Rank held State Street SPDR Portfolio Europe ETF as of Q1 2026.

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