Carson Wealth (CWM LLC)
SPLB icon

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

Carson Wealth (CWM LLC)’s Portfolio SPLB Stock Details SPLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$411K Buy
18,516
+5,327
+40% +$120K ﹤0.01% 2155
2025
Q4 		$298K Buy
13,189
+2,293
+21% +$52.7K ﹤0.01% 2260
2025
Q3 		$252K Buy
10,896
+523
+5% +$11.8K ﹤0.01% 2266
2025
Q2 		$234K Sell
10,373
-865
-8% -$19K ﹤0.01% 2040
2025
Q1 		$254K Buy
11,238
+403
+4% +$9.05K ﹤0.01% 1777
2024
Q4 		$241K Buy
10,835
+640
+6% +$14.8K ﹤0.01% 1714
2024
Q3 		$246K Buy
10,195
+7,760
+319% +$182K ﹤0.01% 1649
2024
Q2 		$55K Sell
2,435
-4,500
-65% -$101K ﹤0.01% 2420
2024
Q1 		$161K Sell
6,935
-4,194
-38% -$97.1K ﹤0.01% 1618
2023
Q4 		$265K Buy
11,129
+4,518
+68% +$98.7K ﹤0.01% 1299
2023
Q3 		$140K Sell
6,611
-1,232
-16% -$27.5K ﹤0.01% 1464
2023
Q2 		$182K Buy
7,843
+7,670
+4,434% +$178K ﹤0.01% 1288
2023
Q1 		$4K Sell
173
-760
-81% -$17.8K ﹤0.01% 3423
2022
Q4 		$21K Buy
933
+932
+93,200% +$20.8K ﹤0.01% 2339
2022
Q3 		$0 Hold
1
– – ﹤0.01% 4171
2022
Q2 		$0 Hold
1
– – ﹤0.01% 4080
2022
Q1 		$0 Hold
1
– – ﹤0.01% 3852
2021
Q4 		$0 Buy
+1
New +$32 ﹤0.01% 3638
2021
Q2 		$0 Hold
1
– – ﹤0.01% 3001
2021
Q1 		$0 Hold
1
– – ﹤0.01% 3000
2020
Q4 		$0 Hold
1
– – ﹤0.01% 2998
2020
Q3 		$0 Hold
1
– – ﹤0.01% 2997
2020
Q2 		$0 Hold
1
– – ﹤0.01% 2996
2020
Q1 		$0 Hold
1
– – ﹤0.01% 2995
2019
Q4 		$0 Hold
1
– – ﹤0.01% 2993
2019
Q3 		$0 Hold
1
– – ﹤0.01% 2993
2019
Q2 		$0 Hold
1
– – ﹤0.01% 2993
2019
Q1 		$0 Buy
+1
New +$26 ﹤0.01% 3250
2017
Q2 		– Sell
-363
Closed -$10K – 1304
2017
Q1 		$10K Buy
+363
New +$9.66K ﹤0.01% 755

Other funds holding SPLB

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SAMU
SONA Asset Management (US) New York $4.76B AUM 23.76% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BI
Bramshill Investments Naples, Florida $1.31B AUM 1.2% 1-Year Est. Return
NI
NYL Investors New York $265M AUM 3.93% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Long Term Corporate Bond ETF (SPLB) stake by 40% in Q1 2026, buying an estimated $120K and bringing the position to 18,516 shares worth $411K. The position accounts for ﹤0.01% of the portfolio, ranked #2155.

Carson Wealth (CWM LLC) first reported a position in SPLB in Q1 2017 and has held it in 29 quarters since. 178 funds tracked by Wall St. Rank hold SPLB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 18,516 shares of State Street SPDR Portfolio Long Term Corporate Bond ETF worth $411K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 5,327 State Street SPDR Portfolio Long Term Corporate Bond ETF shares in Q1 2026, an estimated $120K.
  • State Street SPDR Portfolio Long Term Corporate Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2155 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Long Term Corporate Bond ETF in Q1 2017 and has held it in 29 quarters since.
  • 178 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Corporate Bond ETF as of Q1 2026.

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