Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $154M | Buy |
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|
2025
Q2 | $131M | Buy |
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|
2025
Q1 | $89M | Sell |
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|
2024
Q4 | $88.8M | Buy |
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|
2024
Q3 | $87M | Buy |
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|
2024
Q2 | $72.2M | Buy |
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|
2024
Q1 | $61.5M | Buy |
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|
2023
Q4 | $55.1M | Buy |
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|
2023
Q3 | $45.2M | Buy |
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|
2023
Q2 | $42.6M | Buy |
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|
2023
Q1 | $13.1M | Buy |
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|
2022
Q4 | $5.67M | Buy |
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|
2022
Q3 | $7K | Sell |
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|
2022
Q2 | $123K | Buy |
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|
2022
Q1 | $22K | Sell |
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|
2021
Q4 | $217K | Buy |
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|
2021
Q2 | $703K | Hold |
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|
2021
Q1 | $703K | Hold |
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|
2020
Q4 | $703K | Hold |
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|
2020
Q3 | $703K | Hold |
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|
2020
Q2 | $703K | Hold |
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|
2020
Q1 | $703K | Hold |
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|
2019
Q4 | $703K | Hold |
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|
2019
Q3 | $703K | Sell |
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|
2019
Q2 | $703K | Hold |
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|
2019
Q1 | $703K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $22K | Sell |
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|
2016
Q1 | $8.37M | Buy |
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|
2015
Q4 | $1.68M | Buy |
|