Carson Wealth (CWM LLC)’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.49M	Sell	32,849 -1,347	-4%	-$106K	0.01%	1110
2025 Q4	$2.62M	Sell	34,196 -2,980	-8%	-$227K	0.01%	1040
2025 Q3	$2.78M	Sell	37,176 -2,880	-7%	-$206K	0.01%	951
2025 Q2	$2.76M	Sell	40,056 -2,492	-6%	-$160K	0.01%	824
2025 Q1	$2.66M	Sell	42,548 -3,352	-7%	-$216K	0.01%	734
2024 Q4	$2.91M	Sell	45,900 -4,672	-9%	-$303K	0.01%	644
2024 Q3	$3.28M	Buy	50,572 +13,271	+36%	+$823K	0.01%	556
2024 Q2	$2.27M	Sell	37,301 -78,667	-68%	-$4.68M	0.01%	617
2024 Q1	$6.92M	Sell	115,968 -12,458	-10%	-$710K	0.03%	358
2023 Q4	$7.11M	Sell	128,426 -29,038	-18%	-$1.51M	0.04%	341
2023 Q3	$7.95M	Buy	157,464 +146,167	+1,294%	+$7.65M	0.05%	277
2023 Q2	$591K	Buy	11,297 +186	+2%	+$9.42K	﹤0.01%	884
2023 Q1	$554K	Sell	11,111 -63,437	-85%	-$3.11M	﹤0.01%	862
2022 Q4	$3.48M	Buy	+74,548	New	+$3.46M	0.03%	369

Other funds holding SPGM

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $4.27B AUM 45.92% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 3.9% in Q1 2026, selling an estimated $106K and leaving 32,849 shares worth $2.49M. The position accounts for 0.01% of the portfolio, ranked #1110.

Carson Wealth (CWM LLC) first reported a position in SPGM in Q4 2022 and has held it in 14 quarters since. The position peaked at $7.95M in Q3 2023. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

Carson Wealth (CWM LLC) held 32,849 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $2.49M as of Q1 2026.
Carson Wealth (CWM LLC) sold 1,347 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $106K.
State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1110 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q4 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $7.95M in Q3 2023.
172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

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