Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $54M | Buy |
2,413,888
+78,024
| +3% | +$1.76M | 0.14% | 149 |
|
|
2025
Q4 | $52.4M | Buy |
2,335,864
+108,020
| +5% | +$2.43M | 0.14% | 138 |
|
|
2025
Q3 | $50M | Buy |
2,227,844
+169,472
| +8% | +$3.75M | 0.15% | 131 |
|
|
2025
Q2 | $45.5M | Buy |
2,058,372
+348,140
| +20% | +$7.59M | 0.16% | 119 |
|
|
2025
Q1 | $37.7M | Buy |
1,710,232
+27,159
| +2% | +$591K | 0.15% | 129 |
|
|
2024
Q4 | $36.3M | Sell |
1,683,073
-68,012
| -4% | -$1.49M | 0.15% | 126 |
|
|
2024
Q3 | $39.5M | Buy |
1,751,085
+31,281
| +2% | +$695K | 0.17% | 116 |
|
|
2024
Q2 | $37.1M | Buy |
1,719,804
+199,275
| +13% | +$4.26M | 0.18% | 119 |
|
|
2024
Q1 | $33M | Buy |
1,520,529
+132,777
| +10% | +$2.88M | 0.16% | 135 |
|
|
2023
Q4 | $30.6M | Buy |
1,387,752
+1,299,408
| +1,471% | +$27.3M | 0.16% | 123 |
|
|
2023
Q3 | $1.84M | Buy |
88,344
+22,113
| +33% | +$474K | 0.01% | 562 |
|
|
2023
Q2 | $1.45M | Buy |
66,231
+66,129
| +64,832% | +$1.46M | 0.01% | 597 |
|
|
2023
Q1 | $2K | Hold |
102
| – | – | ﹤0.01% | 3696 |
|
|
2022
Q4 | $2K | Sell |
102
-276
| -73% | -$5.95K | ﹤0.01% | 3626 |
|
|
2022
Q3 | $8K | Buy |
378
+276
| +271% | +$6.27K | ﹤0.01% | 2846 |
|
|
2022
Q2 | $2K | Hold |
102
| – | – | ﹤0.01% | 3408 |
|
|
2022
Q1 | $2K | Sell |
102
-1,669
| -94% | -$41.1K | ﹤0.01% | 3225 |
|
|
2021
Q4 | $45K | Buy |
+1,771
| New | +$45.1K | ﹤0.01% | 1614 |
|
|
2021
Q2 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2021
Q1 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q4 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q3 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q2 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2020
Q1 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q4 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q3 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q2 | $49K | Hold |
1,901
| – | – | ﹤0.01% | 1413 |
|
|
2019
Q1 | $49K | Buy |
+1,901
| New | +$48.6K | ﹤0.01% | 1413 |
|
Other funds holding SPMB
BEI
CIM
CI
AA