Carson Wealth (CWM LLC)’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $270M | Buy |
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|
2025
Q2 | $255M | Sell |
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|
2025
Q1 | $337M | Buy |
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|
2024
Q4 | $312M | Sell |
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|
2024
Q3 | $313M | Buy |
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|
2024
Q2 | $262M | Buy |
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|
2024
Q1 | $256M | Buy |
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|
2023
Q4 | $212M | Buy |
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|
2023
Q3 | $114M | Buy |
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|
2023
Q2 | $92.4M | Buy |
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|
2023
Q1 | $48.4M | Buy |
|
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|
2022
Q4 | $21.7M | Buy |
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|
2022
Q3 | $664K | Sell |
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|
2022
Q2 | $747K | Buy |
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|
2022
Q1 | $881K | Sell |
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|
2021
Q4 | $1.35M | Buy |
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|
2021
Q2 | $1.82M | Hold |
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|
2021
Q1 | $1.82M | Hold |
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|
2020
Q4 | $1.82M | Hold |
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|
2020
Q3 | $1.82M | Hold |
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|
2020
Q2 | $1.82M | Hold |
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|
2020
Q1 | $1.82M | Hold |
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|
2019
Q4 | $1.82M | Hold |
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|
2019
Q3 | $1.82M | Hold |
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|
2019
Q2 | $1.82M | Hold |
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|
2019
Q1 | $1.82M | Buy |
|