Carson Wealth (CWM LLC)
SPYG icon

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

Carson Wealth (CWM LLC)’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$272M Sell
2,780,818
-62,399
-2% -$6.5M 0.72% 24
2025
Q4 		$303M Buy
2,843,217
+69,065
+2% +$7.32M 0.82% 24
2025
Q3 		$290M Buy
2,774,152
+113,156
+4% +$11.3M 0.87% 20
2025
Q2 		$254M Buy
2,660,996
+444,626
+20% +$38.1M 0.89% 19
2025
Q1 		$178M Sell
2,216,370
-234,605
-10% -$20.5M 0.71% 27
2024
Q4 		$215M Buy
2,450,975
+126,200
+5% +$10.9M 0.89% 22
2024
Q3 		$193M Buy
2,324,775
+185,303
+9% +$14.8M 0.83% 22
2024
Q2 		$171M Sell
2,139,472
-288,562
-12% -$21.6M 0.81% 23
2024
Q1 		$178M Buy
2,428,034
+747,906
+45% +$52.1M 0.86% 23
2023
Q4 		$109M Buy
1,680,128
+330,635
+25% +$20.4M 0.59% 33
2023
Q3 		$80M Buy
1,349,493
+185,675
+16% +$11.4M 0.49% 40
2023
Q2 		$71M Buy
1,163,818
+436,093
+60% +$25M 0.44% 42
2023
Q1 		$40.3M Buy
727,725
+189,908
+35% +$10.1M 0.27% 71
2022
Q4 		$27.3M Buy
537,817
+238,138
+79% +$12.4M 0.2% 108
2022
Q3 		$15M Sell
299,679
-12,485
-4% -$702K 0.12% 156
2022
Q2 		$16.3M Sell
312,164
-10,090
-3% -$579K 0.13% 153
2022
Q1 		$21.3M Sell
322,254
-6,722
-2% -$437K 0.15% 138
2021
Q4 		$23.8M Buy
+328,976
New +$23M 0.17% 125
2021
Q2 		$18.9M Hold
300,245
– – 0.15% 141
2021
Q1 		$18.9M Hold
300,245
– – 0.15% 141
2020
Q4 		$18.9M Hold
300,245
– – 0.15% 141
2020
Q3 		$18.9M Hold
300,245
– – 0.15% 141
2020
Q2 		$18.9M Hold
300,245
– – 0.15% 141
2020
Q1 		$18.9M Hold
300,245
– – 0.15% 141
2019
Q4 		$18.9M Hold
300,245
– – 0.15% 141
2019
Q3 		$18.9M Hold
300,245
– – 0.15% 141
2019
Q2 		$18.9M Hold
300,245
– – 0.15% 141
2019
Q1 		$18.9M Buy
300,245
+297,836
+12,363% +$10.5M 0.15% 141
2018
Q4 		$78K Buy
2,409
+1,682
+231% +$58.8K ﹤0.01% 772
2018
Q3 		$28K Buy
727
+702
+2,808% +$26.1K ﹤0.01% 879
2018
Q2 		$1K Buy
+25
New +$868 ﹤0.01% 1596

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 2.2% in Q1 2026, selling an estimated $6.5M and leaving 2,780,818 shares worth $272M. The position accounts for 0.72% of the portfolio, ranked #24.

Carson Wealth (CWM LLC) first reported a position in SPYG in Q2 2018 and has held it in 31 quarters since. The position peaked at $303M in Q4 2025. 1,319 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,780,818 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $272M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 62,399 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $6.5M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.72% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #24 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $303M in Q4 2025.
  • 1,319 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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