Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF SPYX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio SPYX Stock Details SPYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$547K Sell
10,317
-5,730
-36% -$319K ﹤0.01% 1943
2025
Q4 		$902K Buy
16,047
+5,800
+57% +$323K ﹤0.01% 1556
2025
Q3 		$562K Sell
10,247
-1,673
-14% -$88.2K ﹤0.01% 1720
2025
Q2 		$607K Sell
11,920
-42
-0.4% -$1.97K ﹤0.01% 1507
2025
Q1 		$547K Buy
11,962
+39
+0.3% +$1.88K ﹤0.01% 1414
2024
Q4 		$574K Sell
11,923
-3,302
-22% -$160K ﹤0.01% 1325
2024
Q3 		$719K Buy
15,225
+3,170
+26% +$144K ﹤0.01% 1177
2024
Q2 		$538K Buy
12,055
+1,157
+11% +$49.5K ﹤0.01% 1163
2024
Q1 		$466K Buy
10,898
+839
+8% +$34.2K ﹤0.01% 1169
2023
Q4 		$390K Buy
10,059
+77
+0.8% +$2.8K ﹤0.01% 1150
2023
Q3 		$347K Sell
9,982
-444
-4% -$16.1K ﹤0.01% 1105
2023
Q2 		$377K Sell
10,426
-1,827
-15% -$62.4K ﹤0.01% 1035
2023
Q1 		$407K Sell
12,253
-3,083
-20% -$99.8K ﹤0.01% 949
2022
Q4 		$477K Sell
15,336
-6,324
-29% -$197K ﹤0.01% 827
2022
Q3 		$629K Sell
21,660
-2,505
-10% -$81K 0.01% 690
2022
Q2 		$743K Sell
24,165
-1,311
-5% -$43.7K 0.01% 635
2022
Q1 		$943K Sell
25,476
-1,476
-5% -$53.9K 0.01% 575
2021
Q4 		$1.06M Buy
+26,952
New +$1.02M 0.01% 565
2021
Q2 		$1.08M Hold
30,627
– – 0.01% 551
2021
Q1 		$1.08M Hold
30,627
– – 0.01% 551
2020
Q4 		$1.08M Hold
30,627
– – 0.01% 551
2020
Q3 		$1.08M Hold
30,627
– – 0.01% 551
2020
Q2 		$1.08M Hold
30,627
– – 0.01% 551
2020
Q1 		$1.08M Hold
30,627
– – 0.01% 551
2019
Q4 		$1.08M Hold
30,627
– – 0.01% 551
2019
Q3 		$1.08M Hold
30,627
– – 0.01% 551
2019
Q2 		$1.08M Hold
30,627
– – 0.01% 551
2019
Q1 		$1.08M Buy
30,627
+28,944
+1,720% +$637K 0.01% 551
2018
Q4 		$34K Buy
+1,683
New +$36.8K ﹤0.01% 982

Other funds holding SPYX

WHAM
Windmill Hill Asset Management Waddesdon, United Kingdom $448M AUM 23.99% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX) stake by 36% in Q1 2026, selling an estimated $319K and leaving 10,317 shares worth $547K. The position accounts for ﹤0.01% of the portfolio, ranked #1943.

Carson Wealth (CWM LLC) first reported a position in SPYX in Q4 2018 and has held it in 29 quarters since. The position peaked at $1.08M in Q2 2021. 250 funds tracked by Wall St. Rank hold SPYX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 10,317 shares of State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF worth $547K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5,730 State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF shares in Q1 2026, an estimated $319K.
  • State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1943 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF in Q4 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF position peaked at $1.08M in Q2 2021.
  • 250 funds tracked by Wall St. Rank held State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF as of Q1 2026.

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