Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Treasury ETF SPTB Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPTB Stock Details SPTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$63.6K	Buy	+2,100	New	+$64K	﹤0.01%	3631

Other funds holding SPTB

GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DJSG

D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return

Payden & Rygel Los Angeles, California $1.3B AUM 28.32% 1-Year Est. Return

ICMP

Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

NRW

Nova R Wealth Overland Park, Kansas $343M AUM 17.7% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street SPDR Portfolio Treasury ETF (SPTB) in Q1 2026: 2,100 shares worth $63.6K. The stake represents ﹤0.01% of the portfolio and ranks #3631 among its holdings.

36 funds tracked by Wall St. Rank hold SPTB as of Q1 2026.

Carson Wealth (CWM LLC) held 2,100 shares of State Street SPDR Portfolio Treasury ETF worth $63.6K as of Q1 2026.
State Street SPDR Portfolio Treasury ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
State Street SPDR Portfolio Treasury ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3631 holding.
36 funds tracked by Wall St. Rank held State Street SPDR Portfolio Treasury ETF as of Q1 2026.

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