Carson Wealth (CWM LLC)
SPSM icon

Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.7M Buy
676,310
+28,587
+4% +$1.42M 0.09% 223
2025
Q4 		$30.4M Sell
647,723
-6,752
-1% -$315K 0.08% 215
2025
Q3 		$30.3M Buy
654,475
+15,992
+3% +$717K 0.09% 188
2025
Q2 		$27.2M Sell
638,483
-997,977
-61% -$40.2M 0.1% 180
2025
Q1 		$66.7M Sell
1,636,460
-2,672,013
-62% -$118M 0.27% 82
2024
Q4 		$194M Buy
4,308,473
+357,579
+9% +$16.6M 0.8% 24
2024
Q3 		$180M Buy
3,950,894
+496,655
+14% +$21.8M 0.77% 24
2024
Q2 		$143M Buy
3,454,239
+1,256,400
+57% +$52.4M 0.68% 31
2024
Q1 		$94.6M Buy
2,197,839
+154,837
+8% +$6.4M 0.46% 39
2023
Q4 		$86.2M Buy
2,043,002
+718,238
+54% +$27.1M 0.46% 41
2023
Q3 		$48.9M Buy
1,324,764
+489,434
+59% +$19.1M 0.3% 68
2023
Q2 		$32.4M Buy
835,330
+370,304
+80% +$13.8M 0.2% 92
2023
Q1 		$17.6M Buy
465,026
+335,738
+260% +$13.1M 0.12% 160
2022
Q4 		$4.78M Buy
129,288
+117,097
+961% +$4.39M 0.04% 310
2022
Q3 		$415K Sell
12,191
-10,464
-46% -$396K ﹤0.01% 809
2022
Q2 		$815K Sell
22,655
-2,624
-10% -$102K 0.01% 609
2022
Q1 		$1.06M Sell
25,279
-8,407
-25% -$354K 0.01% 549
2021
Q4 		$1.5M Buy
+33,686
New +$1.5M 0.01% 494
2021
Q2 		$1.4M Hold
31,908
– – 0.01% 506
2021
Q1 		$1.4M Hold
31,908
– – 0.01% 506
2020
Q4 		$1.4M Hold
31,908
– – 0.01% 506
2020
Q3 		$1.4M Hold
31,908
– – 0.01% 506
2020
Q2 		$1.4M Hold
31,908
– – 0.01% 506
2020
Q1 		$1.4M Hold
31,908
– – 0.01% 506
2019
Q4 		$1.4M Hold
31,908
– – 0.01% 506
2019
Q3 		$1.4M Hold
31,908
– – 0.01% 506
2019
Q2 		$1.4M Hold
31,908
– – 0.01% 506
2019
Q1 		$1.4M Buy
+31,908
New +$948K 0.01% 506
2017
Q2 		– Sell
-1,830
Closed -$50K – 1305
2017
Q1 		$50K Buy
+1,830
New +$49.3K ﹤0.01% 462

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.4% in Q1 2026, buying an estimated $1.42M and bringing the position to 676,310 shares worth $32.7M. The position accounts for 0.09% of the portfolio, ranked #223.

Carson Wealth (CWM LLC) first reported a position in SPSM in Q1 2017 and has held it in 29 quarters since. The position peaked at $194M in Q4 2024. 999 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 676,310 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $32.7M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,587 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.42M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.09% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #223 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q1 2017 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $194M in Q4 2024.
  • 999 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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