Carson Wealth (CWM LLC)
SPSB icon

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

Carson Wealth (CWM LLC)’s Portfolio SPSB Stock Details SPSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$23.3M Buy
774,929
+68,955
+10% +$2.08M 0.06% 297
2025
Q4 		$21.3M Sell
705,974
-13,432
-2% -$406K 0.06% 297
2025
Q3 		$21.8M Buy
719,406
+2,155
+0.3% +$65K 0.07% 254
2025
Q2 		$21.7M Buy
717,251
+57,005
+9% +$1.71M 0.08% 221
2025
Q1 		$19.9M Buy
660,246
+89,079
+16% +$2.67M 0.08% 221
2024
Q4 		$17.1M Buy
571,167
+254,052
+80% +$7.61M 0.07% 236
2024
Q3 		$9.6M Buy
317,115
+5,875
+2% +$176K 0.04% 319
2024
Q2 		$9.24M Sell
311,240
-14,633
-4% -$434K 0.04% 309
2024
Q1 		$9.7M Buy
325,873
+131,203
+67% +$3.9M 0.05% 295
2023
Q4 		$5.8M Buy
194,670
+97,987
+101% +$2.88M 0.03% 369
2023
Q3 		$2.83M Buy
96,683
+64,322
+199% +$1.89M 0.02% 469
2023
Q2 		$953K Sell
32,361
-230,135
-88% -$6.79M 0.01% 734
2023
Q1 		$7.78M Buy
262,496
+134,071
+104% +$3.95M 0.05% 253
2022
Q4 		$3.77M Buy
128,425
+94,851
+283% +$2.78M 0.03% 352
2022
Q3 		$981K Buy
33,574
+21,404
+176% +$635K 0.01% 569
2022
Q2 		$362K Sell
12,170
-2,026
-14% -$60.5K ﹤0.01% 830
2022
Q1 		$428K Sell
14,196
-3,194
-18% -$97.5K ﹤0.01% 778
2021
Q4 		$539K Buy
+17,390
New +$540K ﹤0.01% 706
2021
Q2 		$559K Hold
17,846
– – ﹤0.01% 658
2021
Q1 		$559K Hold
17,846
– – ﹤0.01% 658
2020
Q4 		$559K Hold
17,846
– – ﹤0.01% 657
2020
Q3 		$559K Hold
17,846
– – ﹤0.01% 657
2020
Q2 		$559K Hold
17,846
– – ﹤0.01% 657
2020
Q1 		$559K Hold
17,846
– – ﹤0.01% 657
2019
Q4 		$559K Hold
17,846
– – ﹤0.01% 657
2019
Q3 		$559K Hold
17,846
– – ﹤0.01% 657
2019
Q2 		$559K Hold
17,846
– – ﹤0.01% 657
2019
Q1 		$559K Sell
17,846
-256,908
-94% -$7.79M ﹤0.01% 657
2018
Q4 		$8.28M Buy
274,754
+233,319
+563% +$7.02M 0.21% 105
2018
Q3 		$1.25M Buy
41,435
+41,405
+138,017% +$1.25M 0.03% 302
2018
Q2 		$1K Buy
+30
New +$905 ﹤0.01% 1595
2017
Q4 		– Sell
-48
Closed -$1K – 1571
2017
Q3 		$1K Hold
48
– – ﹤0.01% 1416
2017
Q2 		$1K Buy
+48
New +$1.47K ﹤0.01% 1139
2016
Q2 		– Sell
-234
Closed -$7K – 857
2016
Q1 		$7K Sell
234
-54,882
-100% -$1.67M ﹤0.01% 568
2015
Q4 		$1.68M Buy
55,116
+54,954
+33,922% +$1.68M 0.16% 134
2015
Q3 		$5K Buy
+162
New +$4.95K ﹤0.01% 506

Other funds holding SPSB

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) stake by 9.8% in Q1 2026, buying an estimated $2.08M and bringing the position to 774,929 shares worth $23.3M. The position accounts for 0.06% of the portfolio, ranked #297.

Carson Wealth (CWM LLC) first reported a position in SPSB in Q3 2015 and has held it in 36 quarters since. 573 funds tracked by Wall St. Rank hold SPSB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 774,929 shares of State Street SPDR Portfolio Short Term Corporate Bond ETF worth $23.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 68,955 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q1 2026, an estimated $2.08M.
  • State Street SPDR Portfolio Short Term Corporate Bond ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #297 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q3 2015 and has held it in 36 quarters since.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q1 2026.

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