Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Bank ETF KBE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KBE Stock Details KBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$58K Sell
974
-400
-29% -$24.9K ﹤0.01% 3701
2025
Q4 		$83K Buy
1,374
+26
+2% +$1.53K ﹤0.01% 3203
2025
Q3 		$80K Buy
1,348
+400
+42% +$23.6K ﹤0.01% 3153
2025
Q2 		$53K Buy
948
+64
+7% +$3.33K ﹤0.01% 3234
2025
Q1 		$47K Hold
884
– – ﹤0.01% 3037
2024
Q4 		$49K Hold
884
– – ﹤0.01% 2817
2024
Q3 		$47K Sell
884
-131
-13% -$6.71K ﹤0.01% 2740
2024
Q2 		$47K Buy
1,015
+131
+15% +$5.96K ﹤0.01% 2513
2024
Q1 		$42K Sell
884
-408
-32% -$18.3K ﹤0.01% 2415
2023
Q4 		$59K Buy
1,292
+333
+35% +$13.2K ﹤0.01% 2067
2023
Q3 		$35K Sell
959
-115
-11% -$4.48K ﹤0.01% 2308
2023
Q2 		$39K Hold
1,074
– – ﹤0.01% 2161
2023
Q1 		$40K Buy
1,074
+115
+12% +$5.17K ﹤0.01% 2030
2022
Q4 		$43K Hold
959
– – ﹤0.01% 1820
2022
Q3 		$42K Sell
959
-178
-16% -$8.46K ﹤0.01% 1744
2022
Q2 		$50K Sell
1,137
-252
-18% -$12K ﹤0.01% 1634
2022
Q1 		$73K Hold
1,389
– – ﹤0.01% 1448
2021
Q4 		$76K Buy
+1,389
New +$77K ﹤0.01% 1412
2021
Q2 		$31K Hold
608
– – ﹤0.01% 1602
2021
Q1 		$31K Hold
608
– – ﹤0.01% 1602
2020
Q4 		$31K Hold
608
– – ﹤0.01% 1602
2020
Q3 		$31K Hold
608
– – ﹤0.01% 1602
2020
Q2 		$31K Hold
608
– – ﹤0.01% 1602
2020
Q1 		$31K Hold
608
– – ﹤0.01% 1602
2019
Q4 		$31K Hold
608
– – ﹤0.01% 1602
2019
Q3 		$31K Hold
608
– – ﹤0.01% 1602
2019
Q2 		$31K Hold
608
– – ﹤0.01% 1602
2019
Q1 		$31K Sell
608
-551
-48% -$23.6K ﹤0.01% 1601
2018
Q4 		$43K Sell
1,159
-333
-22% -$14.1K ﹤0.01% 912
2018
Q3 		$69K Buy
1,492
+466
+45% +$22.7K ﹤0.01% 687
2018
Q2 		$48K Buy
+1,026
New +$50.1K ﹤0.01% 638

Other funds holding KBE

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Bank ETF (KBE) stake by 29% in Q1 2026, selling an estimated $24.9K and leaving 974 shares worth $58K. The position accounts for ﹤0.01% of the portfolio, ranked #3701.

Carson Wealth (CWM LLC) first reported a position in KBE in Q2 2018 and has held it in 31 quarters since. The position peaked at $83K in Q4 2025. 249 funds tracked by Wall St. Rank hold KBE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 974 shares of State Street SPDR S&P Bank ETF worth $58K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 400 State Street SPDR S&P Bank ETF shares in Q1 2026, an estimated $24.9K.
  • State Street SPDR S&P Bank ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3701 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Bank ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Bank ETF position peaked at $83K in Q4 2025.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2026.

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