Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio KRE Stock Details KRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$258K Buy
3,960
+480
+14% +$32.4K ﹤0.01% 2507
2025
Q4 		$226K Sell
3,480
-1,156
-25% -$72.6K ﹤0.01% 2467
2025
Q3 		$293K Buy
4,636
+2,391
+107% +$151K ﹤0.01% 2157
2025
Q2 		$133K Buy
2,245
+201
+10% +$11.2K ﹤0.01% 2481
2025
Q1 		$116K Buy
2,044
+250
+14% +$15.2K ﹤0.01% 2304
2024
Q4 		$108K Buy
1,794
+158
+10% +$9.8K ﹤0.01% 2236
2024
Q3 		$93K Sell
1,636
-1,381
-46% -$75.8K ﹤0.01% 2245
2024
Q2 		$148K Sell
3,017
-1,024
-25% -$49.4K ﹤0.01% 1745
2024
Q1 		$203K Sell
4,041
-309
-7% -$15.2K ﹤0.01% 1517
2023
Q4 		$228K Buy
4,350
+712
+20% +$31.8K ﹤0.01% 1361
2023
Q3 		$152K Sell
3,638
-42
-1% -$1.87K ﹤0.01% 1420
2023
Q2 		$150K Buy
3,680
+1,636
+80% +$67.1K ﹤0.01% 1373
2023
Q1 		$90K Buy
2,044
+946
+86% +$53.7K ﹤0.01% 1548
2022
Q4 		$64K Buy
1,098
+2
+0.2% +$123 ﹤0.01% 1600
2022
Q3 		$65K Buy
1,096
+7
+0.6% +$438 ﹤0.01% 1542
2022
Q2 		$63K Hold
1,089
– – ﹤0.01% 1519
2022
Q1 		$75K Sell
1,089
-1,825
-63% -$133K ﹤0.01% 1440
2021
Q4 		$206K Buy
+2,914
New +$208K ﹤0.01% 1009
2021
Q2 		$42K Hold
636
– – ﹤0.01% 1471
2021
Q1 		$42K Hold
636
– – ﹤0.01% 1471
2020
Q4 		$42K Hold
636
– – ﹤0.01% 1471
2020
Q3 		$42K Hold
636
– – ﹤0.01% 1471
2020
Q2 		$42K Hold
636
– – ﹤0.01% 1471
2020
Q1 		$42K Hold
636
– – ﹤0.01% 1471
2019
Q4 		$42K Hold
636
– – ﹤0.01% 1471
2019
Q3 		$42K Hold
636
– – ﹤0.01% 1471
2019
Q2 		$42K Hold
636
– – ﹤0.01% 1471
2019
Q1 		$42K Sell
636
-3
-0.5% -$160 ﹤0.01% 1471
2018
Q4 		$30K Sell
639
-142
-18% -$7.59K ﹤0.01% 1017
2018
Q3 		$46K Buy
781
+739
+1,760% +$46.1K ﹤0.01% 765
2018
Q2 		$3K Buy
+42
New +$2.63K ﹤0.01% 1299

Other funds holding KRE

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Regional Banking ETF (KRE) stake by 14% in Q1 2026, buying an estimated $32.4K and bringing the position to 3,960 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #2507.

Carson Wealth (CWM LLC) first reported a position in KRE in Q2 2018 and has held it in 31 quarters since. The position peaked at $293K in Q3 2025. 505 funds tracked by Wall St. Rank hold KRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 3,960 shares of State Street SPDR S&P Regional Banking ETF worth $258K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 480 State Street SPDR S&P Regional Banking ETF shares in Q1 2026, an estimated $32.4K.
  • State Street SPDR S&P Regional Banking ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2507 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Regional Banking ETF in Q2 2018 and has held it in 31 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Regional Banking ETF position peaked at $293K in Q3 2025.
  • 505 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q1 2026.

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