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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $780M | Buy |
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|
2025
Q2 | $723M | Buy |
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|
2025
Q1 | $558M | Buy |
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|
2024
Q4 | $543M | Buy |
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|
2024
Q3 | $487M | Buy |
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|
2024
Q2 | $427M | Buy |
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|
2024
Q1 | $400M | Buy |
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|
2023
Q4 | $331M | Buy |
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|
2023
Q3 | $225M | Buy |
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|
2023
Q2 | $174M | Buy |
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|
2023
Q1 | $100M | Buy |
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|
2022
Q4 | $65.1M | Sell |
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|
2022
Q3 | $67.5M | Buy |
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|
2022
Q2 | $48.7M | Buy |
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|
2022
Q1 | $52.9M | Sell |
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|
2021
Q4 | $65.7M | Buy |
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|
2021
Q2 | $49.8M | Hold |
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|
2021
Q1 | $49.8M | Hold |
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|
2020
Q4 | $49.8M | Hold |
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|
2020
Q3 | $49.8M | Hold |
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|
2020
Q2 | $49.8M | Hold |
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|
2020
Q1 | $49.8M | Hold |
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|
2019
Q4 | $49.8M | Hold |
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|
2019
Q3 | $49.8M | Hold |
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|
2019
Q2 | $49.8M | Hold |
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|
2019
Q1 | $49.8M | Sell |
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|
2018
Q4 | $62.8M | Sell |
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|
2018
Q3 | $119M | Buy |
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|
2018
Q2 | $110M | Buy |
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|
2018
Q1 | $98.5M | Buy |
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|
2017
Q4 | $61.8M | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $7K | Buy |
|