Carson Wealth (CWM LLC)
SPMD icon

Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$134M Sell
2,263,455
-1,327,276
-37% -$80.8M 0.35% 57
2025
Q4 		$208M Sell
3,590,731
-1,137,753
-24% -$65.4M 0.56% 31
2025
Q3 		$270M Buy
4,728,484
+33,612
+0.7% +$1.89M 0.81% 22
2025
Q2 		$255M Sell
4,694,872
-1,887,070
-29% -$97.2M 0.9% 18
2025
Q1 		$337M Buy
6,581,942
+874,454
+15% +$47.7M 1.34% 13
2024
Q4 		$312M Sell
5,707,488
-14,510
-0.3% -$817K 1.3% 14
2024
Q3 		$313M Buy
5,721,998
+607,400
+12% +$32.1M 1.35% 13
2024
Q2 		$262M Buy
5,114,598
+309,218
+6% +$16M 1.24% 16
2024
Q1 		$256M Buy
4,805,380
+463,113
+11% +$23M 1.25% 15
2023
Q4 		$212M Buy
4,342,267
+1,746,161
+67% +$77.8M 1.14% 14
2023
Q3 		$114M Buy
2,596,106
+582,359
+29% +$26.8M 0.7% 28
2023
Q2 		$92.4M Buy
2,013,747
+912,330
+83% +$39.9M 0.57% 33
2023
Q1 		$48.4M Buy
1,101,417
+591,542
+116% +$26.5M 0.33% 59
2022
Q4 		$21.7M Buy
509,875
+492,645
+2,859% +$20.9M 0.16% 133
2022
Q3 		$664K Sell
17,230
-1,600
-8% -$67.8K 0.01% 673
2022
Q2 		$747K Buy
18,830
+148
+0.8% +$6.42K 0.01% 633
2022
Q1 		$881K Sell
18,682
-8,553
-31% -$400K 0.01% 593
2021
Q4 		$1.35M Buy
+27,235
New +$1.33M 0.01% 521
2021
Q2 		$1.82M Hold
38,591
– – 0.01% 459
2021
Q1 		$1.82M Hold
38,591
– – 0.01% 459
2020
Q4 		$1.82M Hold
38,591
– – 0.01% 459
2020
Q3 		$1.82M Hold
38,591
– – 0.01% 459
2020
Q2 		$1.82M Hold
38,591
– – 0.01% 459
2020
Q1 		$1.82M Hold
38,591
– – 0.01% 459
2019
Q4 		$1.82M Hold
38,591
– – 0.01% 459
2019
Q3 		$1.82M Hold
38,591
– – 0.01% 459
2019
Q2 		$1.82M Hold
38,591
– – 0.01% 459
2019
Q1 		$1.82M Buy
+38,591
New +$1.26M 0.01% 459

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $5.77B AUM 14.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 37% in Q1 2026, selling an estimated $80.8M and leaving 2,263,455 shares worth $134M. The position accounts for 0.35% of the portfolio, ranked #57.

Carson Wealth (CWM LLC) first reported a position in SPMD in Q1 2019 and has held it in 28 quarters since. The position peaked at $337M in Q1 2025. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,263,455 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $134M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 1,327,276 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $80.8M.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.35% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #57 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio S&P 400 Mid Cap ETF position peaked at $337M in Q1 2025.
  • 808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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