Carson Wealth (CWM LLC)’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $30.3M | Buy |
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|
2025
Q2 | $27.2M | Sell |
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|
2025
Q1 | $66.7M | Sell |
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|
2024
Q4 | $194M | Buy |
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|
2024
Q3 | $180M | Buy |
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|
2024
Q2 | $143M | Buy |
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|
2024
Q1 | $94.6M | Buy |
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|
2023
Q4 | $86.2M | Buy |
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|
2023
Q3 | $48.9M | Buy |
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|
2023
Q2 | $32.4M | Buy |
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|
2023
Q1 | $17.6M | Buy |
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|
2022
Q4 | $4.78M | Buy |
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|
2022
Q3 | $415K | Sell |
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|
2022
Q2 | $815K | Sell |
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|
2022
Q1 | $1.06M | Sell |
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|
2021
Q4 | $1.5M | Buy |
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|
2021
Q2 | $1.4M | Hold |
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|
2021
Q1 | $1.4M | Hold |
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|
2020
Q4 | $1.4M | Hold |
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|
2020
Q3 | $1.4M | Hold |
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|
2020
Q2 | $1.4M | Hold |
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|
2020
Q1 | $1.4M | Hold |
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|
2019
Q4 | $1.4M | Hold |
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|
2019
Q3 | $1.4M | Hold |
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|
2019
Q2 | $1.4M | Hold |
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|
2019
Q1 | $1.4M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $50K | Buy |
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