Carson Wealth (CWM LLC)’s SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $290M | Buy |
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|
2025
Q2 | $254M | Buy |
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|
2025
Q1 | $178M | Sell |
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|
2024
Q4 | $215M | Buy |
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|
2024
Q3 | $193M | Buy |
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|
2024
Q2 | $171M | Sell |
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|
2024
Q1 | $178M | Buy |
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|
2023
Q4 | $109M | Buy |
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|
2023
Q3 | $80M | Buy |
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|
2023
Q2 | $71M | Buy |
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|
2023
Q1 | $40.3M | Buy |
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|
2022
Q4 | $27.3M | Buy |
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|
2022
Q3 | $15M | Sell |
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|
2022
Q2 | $16.3M | Sell |
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|
2022
Q1 | $21.3M | Sell |
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|
2021
Q4 | $23.8M | Buy |
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|
2021
Q2 | $18.9M | Hold |
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|
2021
Q1 | $18.9M | Hold |
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|
2020
Q4 | $18.9M | Hold |
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|
2020
Q3 | $18.9M | Hold |
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|
2020
Q2 | $18.9M | Hold |
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|
2020
Q1 | $18.9M | Hold |
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|
2019
Q4 | $18.9M | Hold |
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|
2019
Q3 | $18.9M | Hold |
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|
2019
Q2 | $18.9M | Hold |
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|
2019
Q1 | $18.9M | Buy |
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|
2018
Q4 | $78K | Buy |
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|
2018
Q3 | $28K | Buy |
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|
2018
Q2 | $1K | Buy |
|