Carson Wealth (CWM LLC)’s State Street SPDR Portfolio S&P 500 ETF SPYM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $861M | Buy |
11,255,034
+895,773
| +9% | +$71.6M | 2.26% | 2 |
|
|
2025
Q4 | $831M | Buy |
10,359,261
+400,292
| +4% | +$31.8M | 2.25% | 2 |
|
|
2025
Q3 | $780M | Buy |
9,958,969
+18,453
| +0.2% | +$1.39M | 2.35% | 3 |
|
|
2025
Q2 | $723M | Buy |
9,940,516
+1,456,291
| +17% | +$97.9M | 2.55% | 3 |
|
|
2025
Q1 | $558M | Buy |
8,484,225
+613,217
| +8% | +$42.4M | 2.22% | 4 |
|
|
2024
Q4 | $543M | Buy |
7,871,008
+657,335
| +9% | +$45.6M | 2.25% | 6 |
|
|
2024
Q3 | $487M | Buy |
7,213,673
+547,989
| +8% | +$35.6M | 2.09% | 5 |
|
|
2024
Q2 | $427M | Buy |
6,665,684
+156,870
| +2% | +$9.66M | 2.01% | 5 |
|
|
2024
Q1 | $400M | Buy |
6,508,814
+587,774
| +10% | +$34.4M | 1.95% | 4 |
|
|
2023
Q4 | $331M | Buy |
5,921,040
+1,450,389
| +32% | +$76M | 1.78% | 5 |
|
|
2023
Q3 | $225M | Buy |
4,470,651
+1,134,536
| +34% | +$59.3M | 1.38% | 8 |
|
|
2023
Q2 | $174M | Buy |
3,336,115
+1,257,821
| +61% | +$62.1M | 1.07% | 18 |
|
|
2023
Q1 | $100M | Buy |
2,078,294
+631,538
| +44% | +$29.6M | 0.68% | 27 |
|
|
2022
Q4 | $65.1M | Sell |
1,446,756
-159,992
| -10% | -$7.23M | 0.48% | 43 |
|
|
2022
Q3 | $67.5M | Buy |
1,606,748
+508,715
| +46% | +$23.8M | 0.54% | 36 |
|
|
2022
Q2 | $48.7M | Buy |
1,098,033
+102,496
| +10% | +$4.94M | 0.38% | 53 |
|
|
2022
Q1 | $52.9M | Sell |
995,537
-180,813
| -15% | -$9.47M | 0.38% | 49 |
|
|
2021
Q4 | $65.7M | Buy |
+1,176,350
| New | +$63.5M | 0.46% | 38 |
|
|
2021
Q2 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2021
Q1 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2020
Q4 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2020
Q3 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2020
Q2 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2020
Q1 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2019
Q4 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2019
Q3 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2019
Q2 | $49.8M | Hold |
988,772
| – | – | 0.4% | 44 |
|
|
2019
Q1 | $49.8M | Sell |
988,772
-1,160,248
| -54% | -$37M | 0.4% | 44 |
|
|
2018
Q4 | $62.8M | Sell |
2,149,020
-1,333,332
| -38% | -$42M | 1.57% | 10 |
|
|
2018
Q3 | $119M | Buy |
3,482,352
+34,076
| +1% | +$1.14M | 3.03% | 4 |
|
|
2018
Q2 | $110M | Buy |
3,448,276
+263,723
| +8% | +$8.37M | 3.62% | 3 |
|
|
2018
Q1 | $98.5M | Buy |
3,184,553
+1,212,348
| +61% | +$38.8M | 3.92% | 3 |
|
|
2017
Q4 | $61.8M | Buy |
+1,972,205
| New | +$60.2M | 2.74% | 3 |
|
|
2015
Q4 | – | Sell |
-320
| Closed | -$7K | – | 751 |
|
|
2015
Q3 | $7K | Buy |
+320
| New | +$7.66K | ﹤0.01% | 481 |
|
Other funds holding SPYM
UIM
Carson Wealth (CWM LLC)'s SPYM Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 8.6% in Q1 2026, buying an estimated $71.6M and bringing the position to 11,255,034 shares worth $861M. The position accounts for 2.26% of the portfolio, ranked #2.
Carson Wealth (CWM LLC) first reported a position in SPYM in Q3 2015 and has held it in 34 quarters since. 1,596 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.
- Carson Wealth (CWM LLC) held 11,255,034 shares of State Street SPDR Portfolio S&P 500 ETF worth $861M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 895,773 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $71.6M.
- State Street SPDR Portfolio S&P 500 ETF made up 2.26% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2 holding.
- Carson Wealth (CWM LLC) first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2015 and has held it in 34 quarters since.
- 1,596 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.