Carson Wealth (CWM LLC)
SPTE icon

Carson Wealth (CWM LLC)’s SP Funds S&P Global Technology ETF SPTE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPTE Stock Details SPTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$148K Hold
4,266
– – ﹤0.01% 2967
2025
Q4 		$150K Buy
4,266
+1,381
+48% +$48.8K ﹤0.01% 2785
2025
Q3 		$99K Buy
+2,885
New +$93K ﹤0.01% 2998

Other funds holding SPTE

S
ShariaPortfolio Lake Mary, Florida $226M AUM 24.77% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SFCL
Strengthening Families & Communities LLC Boston, Massachusetts $401M AUM 33.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its SP Funds S&P Global Technology ETF (SPTE) position steady in Q1 2026 at 4,266 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2967.

Carson Wealth (CWM LLC) first reported a position in SPTE in Q3 2025 and has held it in 3 quarters since. The position peaked at $150K in Q4 2025. 19 funds tracked by Wall St. Rank hold SPTE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,266 shares of SP Funds S&P Global Technology ETF worth $148K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its SP Funds S&P Global Technology ETF share count unchanged in Q1 2026.
  • SP Funds S&P Global Technology ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2967 holding.
  • Carson Wealth (CWM LLC) first reported a position in SP Funds S&P Global Technology ETF in Q3 2025 and has held it in 3 quarters since.
  • Carson Wealth (CWM LLC)'s SP Funds S&P Global Technology ETF position peaked at $150K in Q4 2025.
  • 19 funds tracked by Wall St. Rank held SP Funds S&P Global Technology ETF as of Q1 2026.

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