Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPTM Stock Details SPTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$265M Buy
3,349,506
+83,169
+3% +$6.87M 0.7% 25
2025
Q4 		$269M Buy
3,266,337
+138,861
+4% +$11.4M 0.73% 26
2025
Q3 		$252M Sell
3,127,476
-78,385
-2% -$6.09M 0.76% 24
2025
Q2 		$240M Buy
3,205,861
+49,444
+2% +$3.43M 0.85% 22
2025
Q1 		$215M Sell
3,156,417
-204,924
-6% -$14.7M 0.86% 18
2024
Q4 		$240M Sell
3,361,341
-36,054
-1% -$2.59M 1% 19
2024
Q3 		$238M Sell
3,397,395
-50,403
-1% -$3.4M 1.02% 18
2024
Q2 		$229M Buy
3,447,798
+168,574
+5% +$10.8M 1.08% 18
2024
Q1 		$210M Buy
3,279,224
+342,595
+12% +$20.9M 1.02% 19
2023
Q4 		$172M Buy
2,936,629
+791,994
+37% +$43.2M 0.92% 23
2023
Q3 		$113M Buy
2,144,635
+443,225
+26% +$24.2M 0.69% 29
2023
Q2 		$92.6M Buy
1,701,410
+38,960
+2% +$2.01M 0.57% 32
2023
Q1 		$83.8M Buy
1,662,450
+108,090
+7% +$5.34M 0.57% 32
2022
Q4 		$73.5M Buy
1,554,360
+356,781
+30% +$17M 0.54% 35
2022
Q3 		$52.8M Buy
1,197,579
+137,403
+13% +$6.73M 0.42% 47
2022
Q2 		$49.3M Buy
1,060,176
+306,875
+41% +$15.5M 0.38% 51
2022
Q1 		$41.9M Buy
753,301
+40,310
+6% +$2.21M 0.3% 60
2021
Q4 		$41.7M Buy
+712,991
New +$40.3M 0.29% 60
2021
Q2 		$44.8M Hold
844,862
– – 0.36% 49
2021
Q1 		$44.8M Hold
844,862
– – 0.36% 49
2020
Q4 		$44.8M Hold
844,862
– – 0.36% 49
2020
Q3 		$44.8M Hold
844,862
– – 0.36% 49
2020
Q2 		$44.8M Hold
844,862
– – 0.36% 49
2020
Q1 		$44.8M Hold
844,862
– – 0.36% 49
2019
Q4 		$44.8M Hold
844,862
– – 0.36% 49
2019
Q3 		$44.8M Hold
844,862
– – 0.36% 49
2019
Q2 		$44.8M Hold
844,862
– – 0.36% 49
2019
Q1 		$44.8M Buy
844,862
+628,313
+290% +$21.3M 0.36% 49
2018
Q4 		$6.69M Buy
216,549
+150,884
+230% +$5.04M 0.17% 127
2018
Q3 		$2.38M Buy
65,665
+40,123
+157% +$1.43M 0.06% 240
2018
Q2 		$868K Buy
+25,542
New +$862K 0.03% 283

Other funds holding SPTM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 2.5% in Q1 2026, buying an estimated $6.87M and bringing the position to 3,349,506 shares worth $265M. The position accounts for 0.7% of the portfolio, ranked #25.

Carson Wealth (CWM LLC) first reported a position in SPTM in Q2 2018 and has held it in 31 quarters since. The position peaked at $269M in Q4 2025. 743 funds tracked by Wall St. Rank hold SPTM as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,349,506 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $265M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 83,169 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q1 2026, an estimated $6.87M.
  • State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.7% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #25 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF position peaked at $269M in Q4 2025.
  • 743 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q1 2026.

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