Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Aerospace & Defense ETF XAR Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XAR Stock Details XAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.6M Sell
124,568
-82,099
-40% -$22.5M 0.08% 229
2025
Q4 		$49.9M Buy
206,667
+199,201
+2,668% +$47.3M 0.14% 146
2025
Q3 		$1.75M Buy
7,466
+2,983
+67% +$651K 0.01% 1143
2025
Q2 		$946K Buy
4,483
+1,458
+48% +$264K ﹤0.01% 1265
2025
Q1 		$486K Buy
3,025
+1,427
+89% +$240K ﹤0.01% 1454
2024
Q4 		$265K Sell
1,598
-615
-28% -$101K ﹤0.01% 1666
2024
Q3 		$348K Buy
2,213
+529
+31% +$78.8K ﹤0.01% 1469
2024
Q2 		$236K Buy
1,684
+378
+29% +$52.7K ﹤0.01% 1506
2024
Q1 		$184K Sell
1,306
-1,064
-45% -$143K ﹤0.01% 1555
2023
Q4 		$321K Buy
2,370
+1,830
+339% +$225K ﹤0.01% 1229
2023
Q3 		$61K Sell
540
-11
-2% -$1.32K ﹤0.01% 1951
2023
Q2 		$67K Sell
551
-60
-10% -$6.97K ﹤0.01% 1799
2023
Q1 		$71K Buy
611
+173
+39% +$20.1K ﹤0.01% 1676
2022
Q4 		$48K Sell
438
-492
-53% -$52K ﹤0.01% 1774
2022
Q3 		$85K Buy
930
+823
+769% +$86K ﹤0.01% 1409
2022
Q2 		$11K Sell
107
-254
-70% -$28K ﹤0.01% 2540
2022
Q1 		$45K Sell
361
-29
-7% -$3.4K ﹤0.01% 1655
2021
Q4 		$45K Buy
+390
New +$46.4K ﹤0.01% 1617
2021
Q2 		$52K Hold
390
– – ﹤0.01% 1389
2021
Q1 		$52K Hold
390
– – ﹤0.01% 1389
2020
Q4 		$52K Hold
390
– – ﹤0.01% 1389
2020
Q3 		$52K Hold
390
– – ﹤0.01% 1389
2020
Q2 		$52K Hold
390
– – ﹤0.01% 1389
2020
Q1 		$52K Hold
390
– – ﹤0.01% 1389
2019
Q4 		$52K Hold
390
– – ﹤0.01% 1389
2019
Q3 		$52K Hold
390
– – ﹤0.01% 1389
2019
Q2 		$52K Hold
390
– – ﹤0.01% 1389
2019
Q1 		$52K Buy
+390
New +$35K ﹤0.01% 1389

Other funds holding XAR

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Aerospace & Defense ETF (XAR) stake by 40% in Q1 2026, selling an estimated $22.5M and leaving 124,568 shares worth $31.6M. The position accounts for 0.08% of the portfolio, ranked #229.

Carson Wealth (CWM LLC) first reported a position in XAR in Q1 2019 and has held it in 28 quarters since. The position peaked at $49.9M in Q4 2025. 566 funds tracked by Wall St. Rank hold XAR as of Q1 2026.

  • Carson Wealth (CWM LLC) held 124,568 shares of State Street SPDR S&P Aerospace & Defense ETF worth $31.6M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 82,099 State Street SPDR S&P Aerospace & Defense ETF shares in Q1 2026, an estimated $22.5M.
  • State Street SPDR S&P Aerospace & Defense ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #229 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Aerospace & Defense ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Aerospace & Defense ETF position peaked at $49.9M in Q4 2025.
  • 566 funds tracked by Wall St. Rank held State Street SPDR S&P Aerospace & Defense ETF as of Q1 2026.

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