Carson Wealth (CWM LLC)’s State Street SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $47.6M | Buy |
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|
2025
Q2 | $25.2M | Sell |
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|
2025
Q1 | $34.6M | Buy |
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|
2024
Q4 | $24.9M | Sell |
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|
2024
Q3 | $54.6M | Sell |
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|
2024
Q2 | $55.7M | Buy |
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|
2024
Q1 | $53.9M | Buy |
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|
2023
Q4 | $50.1M | Buy |
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|
2023
Q3 | $32.7M | Sell |
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|
2023
Q2 | $48.2M | Sell |
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|
2023
Q1 | $50.9M | Buy |
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|
2022
Q4 | $48.1M | Sell |
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|
2022
Q3 | $53M | Sell |
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|
2022
Q2 | $64.1M | Sell |
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|
2022
Q1 | $66.2M | Buy |
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|
2021
Q4 | $60.5M | Buy |
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|
2021
Q2 | $69.8M | Hold |
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|
2021
Q1 | $69.8M | Hold |
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|
2020
Q4 | $69.8M | Hold |
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|
2020
Q3 | $69.8M | Hold |
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|
2020
Q2 | $69.8M | Hold |
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|
2020
Q1 | $69.8M | Hold |
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|
2019
Q4 | $69.8M | Hold |
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|
2019
Q3 | $69.8M | Hold |
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|
2019
Q2 | $69.8M | Hold |
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|
2019
Q1 | $69.8M | Buy |
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|
2018
Q4 | $33.2M | Buy |
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|
2018
Q3 | $26.1M | Buy |
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|
2018
Q2 | $13.9M | Buy |
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|
2018
Q1 | $2.24M | Buy |
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|
2017
Q4 | $15K | Buy |
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