Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Mortgage Backed Bond ETF SPMB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPMB Stock Details SPMB Fund Activity
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 0.17% 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

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Mortgage Backed Bond ETF (SPMB) stake by 3.3% in Q1 2026, buying an estimated $1.76M and bringing the position to 2,413,888 shares worth $54M. The position accounts for 0.14% of the portfolio, ranked #149.

Carson Wealth (CWM LLC) first reported a position in SPMB in Q1 2019 and has held it in 28 quarters since. 241 funds tracked by Wall St. Rank hold SPMB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,413,888 shares of State Street SPDR Portfolio Mortgage Backed Bond ETF worth $54M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 78,024 State Street SPDR Portfolio Mortgage Backed Bond ETF shares in Q1 2026, an estimated $1.76M.
  • State Street SPDR Portfolio Mortgage Backed Bond ETF made up 0.14% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #149 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Mortgage Backed Bond ETF in Q1 2019 and has held it in 28 quarters since.
  • 241 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2026.

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