Carson Wealth (CWM LLC)’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $236M | Buy |
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|
2025
Q2 | $187M | Sell |
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|
2025
Q1 | $184M | Buy |
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|
2024
Q4 | $191M | Buy |
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|
2024
Q3 | $162M | Sell |
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|
2024
Q2 | $166M | Buy |
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|
2024
Q1 | $144M | Sell |
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|
2023
Q4 | $147M | Buy |
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|
2023
Q3 | $128M | Buy |
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|
2023
Q2 | $124M | Buy |
|
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|
2023
Q1 | $79.3M | Sell |
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|
2022
Q4 | $96.2M | Buy |
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|
2022
Q3 | $81.3M | Buy |
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|
2022
Q2 | $83.3M | Sell |
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|
2022
Q1 | $103M | Buy |
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|
2021
Q4 | $92.9M | Buy |
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|
2021
Q2 | $96.2M | Hold |
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|
2021
Q1 | $96.2M | Hold |
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|
2020
Q4 | $96.2M | Hold |
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|
2020
Q3 | $96.2M | Hold |
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|
2020
Q2 | $96.2M | Hold |
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|
2020
Q1 | $96.2M | Hold |
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|
2019
Q4 | $96.2M | Hold |
|
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|
2019
Q3 | $96.2M | Hold |
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|
2019
Q2 | $96.2M | Hold |
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|
2019
Q1 | $96.2M | Sell |
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|
2018
Q4 | $118M | Buy |
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|
2018
Q3 | $124M | Sell |
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|
2018
Q2 | $129M | Sell |
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|
2018
Q1 | $127M | Buy |
|
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|
2017
Q4 | $97.8M | Sell |
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|
2017
Q3 | $119M | Buy |
|
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|
2017
Q2 | $94M | Sell |
|
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|
2017
Q1 | $121M | Buy |
|
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|
2016
Q4 | $2.56M | Sell |
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|
2016
Q3 | $4.27M | Buy |
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|
2016
Q2 | $3.77M | Buy |
|
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|
2016
Q1 | $1.25M | Sell |
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|
2015
Q4 | $4.51M | Buy |
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|
2015
Q3 | $1.98M | Buy |
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|
2015
Q2 | $1.18M | Sell |
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|
2015
Q1 | $1.24M | Sell |
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|
2014
Q4 | $2.69M | Sell |
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|
2014
Q3 | $4.8M | Buy |
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|
2014
Q2 | $487K | Sell |
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|
2014
Q1 | $104M | Buy |
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|
2013
Q4 | $93.6M | Buy |
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|
2013
Q3 | $80.9M | Buy |
|