Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Global Dividend ETF WDIV Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio WDIV Stock Details WDIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$74.5K Hold
965
– – ﹤0.01% 3505
2025
Q4 		$73K Hold
965
– – ﹤0.01% 3320
2025
Q3 		$70K Hold
965
– – ﹤0.01% 3255
2025
Q2 		$68K Hold
965
– – ﹤0.01% 3032
2025
Q1 		$63K Hold
965
– – ﹤0.01% 2785
2024
Q4 		$60K Hold
965
– – ﹤0.01% 2672
2024
Q3 		$64K Hold
965
– – ﹤0.01% 2513
2024
Q2 		$57K Hold
965
– – ﹤0.01% 2389
2024
Q1 		$58K Hold
965
– – ﹤0.01% 2210
2023
Q4 		$58K Hold
965
– – ﹤0.01% 2085
2023
Q3 		$53K Hold
965
– – ﹤0.01% 2025
2023
Q2 		$55K Buy
965
+930
+2,657% +$54.7K ﹤0.01% 1914
2023
Q1 		$2K Buy
+35
New +$2.1K ﹤0.01% 3715
2021
Q2 		$1K Hold
16
– – ﹤0.01% 2869
2021
Q1 		$1K Hold
16
– – ﹤0.01% 2868
2020
Q4 		$1K Hold
16
– – ﹤0.01% 2868
2020
Q3 		$1K Hold
16
– – ﹤0.01% 2865
2020
Q2 		$1K Hold
16
– – ﹤0.01% 2865
2020
Q1 		$1K Hold
16
– – ﹤0.01% 2863
2019
Q4 		$1K Hold
16
– – ﹤0.01% 2863
2019
Q3 		$1K Hold
16
– – ﹤0.01% 2863
2019
Q2 		$1K Hold
16
– – ﹤0.01% 2863
2019
Q1 		$1K Buy
+16
New +$1.05K ﹤0.01% 2861

Other funds holding WDIV

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
KF
KKM Financial Chicago, Illinois $730M AUM 53.51% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street SPDR S&P Global Dividend ETF (WDIV) position steady in Q1 2026 at 965 shares worth $74.5K. The position accounts for ﹤0.01% of the portfolio, ranked #3505.

Carson Wealth (CWM LLC) first reported a position in WDIV in Q1 2019 and has held it in 23 quarters since. 85 funds tracked by Wall St. Rank hold WDIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 965 shares of State Street SPDR S&P Global Dividend ETF worth $74.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its State Street SPDR S&P Global Dividend ETF share count unchanged in Q1 2026.
  • State Street SPDR S&P Global Dividend ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3505 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Global Dividend ETF in Q1 2019 and has held it in 23 quarters since.
  • 85 funds tracked by Wall St. Rank held State Street SPDR S&P Global Dividend ETF as of Q1 2026.

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