Carson Wealth (CWM LLC)
SPYD icon

Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPYD Stock Details SPYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10M Buy
219,683
+44,729
+26% +$2.06M 0.03% 560
2025
Q4 		$7.57M Sell
174,954
-11,158
-6% -$483K 0.02% 623
2025
Q3 		$8.19M Buy
186,112
+30,249
+19% +$1.33M 0.02% 535
2025
Q2 		$6.62M Buy
155,863
+7,488
+5% +$315K 0.02% 513
2025
Q1 		$6.57M Sell
148,375
-5,313
-3% -$234K 0.03% 448
2024
Q4 		$6.64M Buy
153,688
+9,854
+7% +$447K 0.03% 413
2024
Q3 		$6.57M Sell
143,834
-1,698
-1% -$73.7K 0.03% 393
2024
Q2 		$5.86M Sell
145,532
-8,809
-6% -$353K 0.03% 389
2024
Q1 		$6.28M Sell
154,341
-776
-0.5% -$30.3K 0.03% 378
2023
Q4 		$6.08M Sell
155,117
-15,067
-9% -$541K 0.03% 362
2023
Q3 		$5.97M Sell
170,184
-21,011
-11% -$782K 0.04% 334
2023
Q2 		$7.09M Sell
191,195
-1,718
-0.9% -$63.4K 0.04% 279
2023
Q1 		$7.33M Buy
192,913
+104,264
+118% +$4.17M 0.05% 266
2022
Q4 		$3.51M Buy
88,649
+81,044
+1,066% +$3.17M 0.03% 367
2022
Q3 		$270K Buy
7,605
+1,481
+24% +$59.6K ﹤0.01% 947
2022
Q2 		$244K Sell
6,124
-298
-5% -$12.8K ﹤0.01% 967
2022
Q1 		$282K Buy
6,422
+715
+13% +$30.8K ﹤0.01% 905
2021
Q4 		$240K Buy
+5,707
New +$233K ﹤0.01% 946
2021
Q2 		$146K Hold
3,630
– – ﹤0.01% 1004
2021
Q1 		$146K Hold
3,630
– – ﹤0.01% 1004
2020
Q4 		$146K Hold
3,630
– – ﹤0.01% 1004
2020
Q3 		$146K Hold
3,630
– – ﹤0.01% 1004
2020
Q2 		$146K Hold
3,630
– – ﹤0.01% 1004
2020
Q1 		$146K Hold
3,630
– – ﹤0.01% 1004
2019
Q4 		$146K Hold
3,630
– – ﹤0.01% 1004
2019
Q3 		$146K Hold
3,630
– – ﹤0.01% 1004
2019
Q2 		$146K Hold
3,630
– – ﹤0.01% 1004
2019
Q1 		$146K Buy
+3,630
New +$134K ﹤0.01% 1004

Other funds holding SPYD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
FCAS
First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 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

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

Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 26% in Q1 2026, buying an estimated $2.06M and bringing the position to 219,683 shares worth $10M. The position accounts for 0.03% of the portfolio, ranked #560.

Carson Wealth (CWM LLC) first reported a position in SPYD in Q1 2019 and has held it in 28 quarters since. 501 funds tracked by Wall St. Rank hold SPYD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 219,683 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $10M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 44,729 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q1 2026, an estimated $2.06M.
  • State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #560 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2019 and has held it in 28 quarters since.
  • 501 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q1 2026.

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