Carson Wealth (CWM LLC)’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $252M | Sell |
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|
2025
Q2 | $240M | Buy |
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|
2025
Q1 | $215M | Sell |
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|
2024
Q4 | $240M | Sell |
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|
2024
Q3 | $238M | Sell |
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|
2024
Q2 | $229M | Buy |
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|
2024
Q1 | $210M | Buy |
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|
2023
Q4 | $172M | Buy |
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|
2023
Q3 | $113M | Buy |
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|
2023
Q2 | $92.6M | Buy |
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|
2023
Q1 | $83.8M | Buy |
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|
2022
Q4 | $73.5M | Buy |
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|
2022
Q3 | $52.8M | Buy |
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|
2022
Q2 | $49.3M | Buy |
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|
2022
Q1 | $41.9M | Buy |
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|
2021
Q4 | $41.7M | Buy |
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|
2021
Q2 | $44.8M | Hold |
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|
2021
Q1 | $44.8M | Hold |
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|
2020
Q4 | $44.8M | Hold |
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|
2020
Q3 | $44.8M | Hold |
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|
2020
Q2 | $44.8M | Hold |
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|
2020
Q1 | $44.8M | Hold |
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|
2019
Q4 | $44.8M | Hold |
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|
2019
Q3 | $44.8M | Hold |
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|
2019
Q2 | $44.8M | Hold |
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|
2019
Q1 | $44.8M | Buy |
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|
2018
Q4 | $6.69M | Buy |
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|
2018
Q3 | $2.38M | Buy |
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|
2018
Q2 | $868K | Buy |
|