Carson Wealth (CWM LLC)
SPIB icon

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

Carson Wealth (CWM LLC)’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$17.8M Sell
530,633
-33,711
-6% -$1.14M 0.05% 367
2025
Q4 		$19.1M Buy
564,344
+208,015
+58% +$7.04M 0.05% 328
2025
Q3 		$12.1M Sell
356,329
-50,943
-13% -$1.71M 0.04% 409
2025
Q2 		$13.7M Sell
407,272
-893,138
-69% -$29.6M 0.05% 320
2025
Q1 		$43.2M Buy
1,300,410
+101,122
+8% +$3.33M 0.17% 113
2024
Q4 		$39.3M Buy
1,199,288
+15,871
+1% +$525K 0.16% 113
2024
Q3 		$39.9M Sell
1,183,417
-250,770
-17% -$8.33M 0.17% 114
2024
Q2 		$46.7M Sell
1,434,187
-5,945
-0.4% -$193K 0.22% 92
2024
Q1 		$47.1M Buy
1,440,132
+38,796
+3% +$1.27M 0.23% 85
2023
Q4 		$46M Buy
1,401,336
+496,133
+55% +$15.8M 0.25% 81
2023
Q3 		$28.5M Buy
905,203
+94,964
+12% +$3.02M 0.17% 116
2023
Q2 		$26M Buy
810,239
+785,524
+3,178% +$25.4M 0.16% 123
2023
Q1 		$803K Buy
24,715
+13,801
+126% +$445K 0.01% 721
2022
Q4 		$347K Buy
10,914
+2,616
+32% +$82.7K ﹤0.01% 908
2022
Q3 		$260K Buy
8,298
+522
+7% +$17K ﹤0.01% 956
2022
Q2 		$254K Sell
7,776
-2,714
-26% -$89.7K ﹤0.01% 948
2022
Q1 		$358K Sell
10,490
-1,731
-14% -$60.6K ﹤0.01% 824
2021
Q4 		$442K Buy
+12,221
New +$443K ﹤0.01% 762
2021
Q2 		$522K Hold
14,220
– – ﹤0.01% 669
2021
Q1 		$522K Hold
14,220
– – ﹤0.01% 669
2020
Q4 		$522K Hold
14,220
– – ﹤0.01% 669
2020
Q3 		$522K Hold
14,220
– – ﹤0.01% 669
2020
Q2 		$522K Hold
14,220
– – ﹤0.01% 669
2020
Q1 		$522K Hold
14,220
– – ﹤0.01% 669
2019
Q4 		$522K Hold
14,220
– – ﹤0.01% 669
2019
Q3 		$522K Hold
14,220
– – ﹤0.01% 669
2019
Q2 		$522K Hold
14,220
– – ﹤0.01% 669
2019
Q1 		$522K Buy
14,220
+12,372
+669% +$416K ﹤0.01% 669
2018
Q4 		$61K Sell
1,848
-669
-27% -$22K ﹤0.01% 837
2018
Q3 		$84K Buy
2,517
+2,217
+739% +$73.9K ﹤0.01% 648
2018
Q2 		$10K Sell
300
-195
-39% -$6.49K ﹤0.01% 1009
2018
Q1 		$17K Hold
495
– – ﹤0.01% 741
2017
Q4 		$17K Sell
495
-958
-66% -$32.9K ﹤0.01% 738
2017
Q3 		$50K Sell
1,453
-66,685
-98% -$2.3M ﹤0.01% 528
2017
Q2 		$2.35M Buy
68,138
+642
+1% +$22.1K 0.12% 139
2017
Q1 		$2.3M Buy
67,496
+239
+0.4% +$8.13K 0.13% 140
2016
Q4 		$2.28M Buy
67,257
+66,311
+7,010% +$2.27M 0.14% 141
2016
Q3 		$33K Sell
946
-870
-48% -$30.3K ﹤0.01% 486
2016
Q2 		$63K Sell
1,816
-246,667
-99% -$8.49M ﹤0.01% 354
2016
Q1 		$8.52M Buy
248,483
+198,495
+397% +$6.69M 0.75% 50
2015
Q4 		$1.67M Buy
+49,988
New +$1.69M 0.16% 135

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 6% in Q1 2026, selling an estimated $1.14M and leaving 530,633 shares worth $17.8M. The position accounts for 0.05% of the portfolio, ranked #367.

Carson Wealth (CWM LLC) first reported a position in SPIB in Q4 2015 and has held it in 41 quarters since. The position peaked at $47.1M in Q1 2024. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 530,633 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $17.8M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 33,711 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $1.14M.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #367 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2015 and has held it in 41 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $47.1M in Q1 2024.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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