Carson Wealth (CWM LLC)’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $119M | Buy |
4,582,105
+496,894
| +12% | +$13M | 0.31% | 66 |
|
|
2025
Q4 | $106M | Buy |
4,085,211
+543,940
| +15% | +$14.3M | 0.29% | 68 |
|
|
2025
Q3 | $93.2M | Buy |
3,541,271
+512,866
| +17% | +$13.4M | 0.28% | 69 |
|
|
2025
Q2 | $78.9M | Buy |
3,028,405
+290,396
| +11% | +$7.51M | 0.28% | 72 |
|
|
2025
Q1 | $72.2M | Buy |
2,738,009
+2,706,726
| +8,652% | +$69.8M | 0.29% | 72 |
|
|
2024
Q4 | $792K | Sell |
31,283
-3,487
| -10% | -$89.7K | ﹤0.01% | 1200 |
|
|
2024
Q3 | $914K | Sell |
34,770
-36,211
| -51% | -$936K | ﹤0.01% | 1088 |
|
|
2024
Q2 | $1.8M | Buy |
70,981
+20,585
| +41% | +$521K | 0.01% | 674 |
|
|
2024
Q1 | $1.29M | Sell |
50,396
-8,912
| -15% | -$228K | 0.01% | 754 |
|
|
2023
Q4 | $1.52M | Sell |
59,308
-30,580
| -34% | -$765K | 0.01% | 644 |
|
|
2023
Q3 | $2.23M | Sell |
89,888
-22,423
| -20% | -$569K | 0.01% | 520 |
|
|
2023
Q2 | $2.9M | Buy |
112,311
+101,410
| +930% | +$2.65M | 0.02% | 452 |
|
|
2023
Q1 | $291K | Sell |
10,901
-135
| -1% | -$3.53K | ﹤0.01% | 1066 |
|
|
2022
Q4 | $284K | Buy |
11,036
+10,620
| +2,553% | +$274K | ﹤0.01% | 974 |
|
|
2022
Q3 | $11K | Buy |
416
+357
| +605% | +$9.78K | ﹤0.01% | 2646 |
|
|
2022
Q2 | $2K | Sell |
59
-50
| -46% | -$1.44K | ﹤0.01% | 3407 |
|
|
2022
Q1 | $3K | Sell |
109
-827
| -88% | -$25.3K | ﹤0.01% | 3084 |
|
|
2021
Q4 | $29K | Buy |
+936
| New | +$29.4K | ﹤0.01% | 1797 |
|
|
2021
Q2 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2021
Q1 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2020
Q4 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2020
Q3 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2020
Q2 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2020
Q1 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2019
Q4 | $411K | Hold |
13,211
| – | – | ﹤0.01% | 709 |
|
|
2019
Q3 | $411K | Sell |
13,211
-13,211
| -50% | -$376K | ﹤0.01% | 709 |
|
|
2019
Q2 | $411K | Hold |
26,422
| – | – | ﹤0.01% | 709 |
|
|
2019
Q1 | $411K | Buy |
+26,422
| New | +$722K | ﹤0.01% | 709 |
|
|
2018
Q3 | – | Sell |
-1,060
| Closed | -$29K | – | 1981 |
|
|
2018
Q2 | $29K | Hold |
1,060
| – | – | ﹤0.01% | 759 |
|
|
2018
Q1 | $30K | Hold |
1,060
| – | – | ﹤0.01% | 645 |
|
|
2017
Q4 | $30K | Buy |
+1,060
| New | +$29.9K | ﹤0.01% | 622 |
|
|
2017
Q2 | – | Sell |
-342
| Closed | -$10K | – | 1303 |
|
|
2017
Q1 | $10K | Buy |
+342
| New | +$9.69K | ﹤0.01% | 754 |
|
|
2016
Q4 | – | Sell |
-260
| Closed | -$8K | – | 1177 |
|
|
2016
Q3 | $8K | Hold |
260
| – | – | ﹤0.01% | 749 |
|
|
2016
Q2 | $8K | Hold |
260
| – | – | ﹤0.01% | 579 |
|
|
2016
Q1 | $7K | Buy |
+260
| New | +$7.24K | ﹤0.01% | 567 |
|
Other funds holding SPIP
CFS
PFA
3AM
HFS
Carson Wealth (CWM LLC)'s SPIP Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 12% in Q1 2026, buying an estimated $13M and bringing the position to 4,582,105 shares worth $119M. The position accounts for 0.31% of the portfolio, ranked #66.
Carson Wealth (CWM LLC) first reported a position in SPIP in Q1 2016 and has held it in 35 quarters since. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.
- Carson Wealth (CWM LLC) held 4,582,105 shares of State Street SPDR Portfolio TIPS ETF worth $119M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 496,894 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $13M.
- State Street SPDR Portfolio TIPS ETF made up 0.31% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #66 holding.
- Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2016 and has held it in 35 quarters since.
- 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.