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

Carson Wealth (CWM LLC)’s Portfolio SPTL Stock Details SPTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$78M Buy
2,966,485
+216,358
+8% +$5.76M 0.21% 99
2025
Q4 		$72.8M Buy
2,750,127
+96,619
+4% +$2.61M 0.2% 101
2025
Q3 		$71.5M Buy
2,653,508
+195,886
+8% +$5.17M 0.22% 91
2025
Q2 		$65.3M Sell
2,457,622
-8,817
-0.4% -$231K 0.23% 88
2025
Q1 		$67.2M Buy
2,466,439
+228,600
+10% +$6.09M 0.27% 81
2024
Q4 		$58.6M Buy
2,237,839
+219,103
+11% +$6M 0.24% 82
2024
Q3 		$58.7M Buy
2,018,736
+305,734
+18% +$8.72M 0.25% 75
2024
Q2 		$46.6M Buy
1,713,002
+1,330,135
+347% +$35.9M 0.22% 93
2024
Q1 		$10.7M Buy
382,867
+20,895
+6% +$583K 0.05% 280
2023
Q4 		$10.5M Buy
361,972
+317,884
+721% +$8.47M 0.06% 267
2023
Q3 		$1.15M Sell
44,088
-85,583
-66% -$2.41M 0.01% 685
2023
Q2 		$3.88M Sell
129,671
-2,780
-2% -$84K 0.02% 393
2023
Q1 		$4.09M Buy
132,451
+130,933
+8,625% +$3.98M 0.03% 362
2022
Q4 		$44K Buy
1,518
+464
+44% +$13.6K ﹤0.01% 1809
2022
Q3 		$31K Buy
1,054
+179
+20% +$5.81K ﹤0.01% 1948
2022
Q2 		$29K Hold
875
– – ﹤0.01% 1915
2022
Q1 		$33K Sell
875
-1,032
-54% -$40.6K ﹤0.01% 1804
2021
Q4 		$80K Buy
+1,907
New +$80.1K ﹤0.01% 1392
2021
Q2 		$38K Hold
917
– – ﹤0.01% 1524
2021
Q1 		$38K Hold
917
– – ﹤0.01% 1524
2020
Q4 		$38K Hold
917
– – ﹤0.01% 1524
2020
Q3 		$38K Hold
917
– – ﹤0.01% 1524
2020
Q2 		$38K Hold
917
– – ﹤0.01% 1522
2020
Q1 		$38K Hold
917
– – ﹤0.01% 1522
2019
Q4 		$38K Hold
917
– – ﹤0.01% 1522
2019
Q3 		$38K Hold
917
– – ﹤0.01% 1522
2019
Q2 		$38K Hold
917
– – ﹤0.01% 1522
2019
Q1 		$38K Buy
917
+864
+1,630% +$30.3K ﹤0.01% 1522
2018
Q4 		$2K Buy
+53
New +$1.77K ﹤0.01% 1797
2016
Q4 		– Sell
-90,310
Closed -$3.57M – 1178
2016
Q3 		$3.57M Buy
+90,310
New +$3.6M 0.25% 112

Other funds holding SPTL

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio Long Term Treasury ETF (SPTL) stake by 7.9% in Q1 2026, buying an estimated $5.76M and bringing the position to 2,966,485 shares worth $78M. The position accounts for 0.21% of the portfolio, ranked #99.

Carson Wealth (CWM LLC) first reported a position in SPTL in Q3 2016 and has held it in 30 quarters since. 481 funds tracked by Wall St. Rank hold SPTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,966,485 shares of State Street SPDR Portfolio Long Term Treasury ETF worth $78M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 216,358 State Street SPDR Portfolio Long Term Treasury ETF shares in Q1 2026, an estimated $5.76M.
  • State Street SPDR Portfolio Long Term Treasury ETF made up 0.21% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #99 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2016 and has held it in 30 quarters since.
  • 481 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q1 2026.

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