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

Carson Wealth (CWM LLC)’s Portfolio XBI Stock Details XBI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$1K	Hold	200	–	–	﹤0.01%	2874
2021 Q1	$1K	Hold	200	–	–	﹤0.01%	2873
2020 Q4	$1K	Hold	200	–	–	﹤0.01%	2873
2020 Q3	$1K	Hold	200	–	–	﹤0.01%	2870
2020 Q2	$1K	Hold	200	–	–	﹤0.01%	2870
2020 Q1	$1K	Hold	200	–	–	﹤0.01%	2867
2019 Q4	$1K	Hold	200	–	–	﹤0.01%	2867
2019 Q3	$1K	Hold	200	–	–	﹤0.01%	2867
2019 Q2	$1K	Hold	200	–	–	﹤0.01%	2867
2019 Q1	$1K	Buy	+200	New	+$17K	﹤0.01%	2865

Other funds holding XBI

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Biotech ETF (XBI) stake by 17% in Q1 2026, buying an estimated $514K and bringing the position to 28,608 shares worth $3.65M. The position accounts for 0.01% of the portfolio, ranked #939.

Carson Wealth (CWM LLC) first reported a position in XBI in Q3 2018 and has held it in 30 quarters since. 815 funds tracked by Wall St. Rank hold XBI as of Q1 2026.

Carson Wealth (CWM LLC) held 28,608 shares of State Street SPDR S&P Biotech ETF worth $3.65M as of Q1 2026.
Carson Wealth (CWM LLC) bought 4,116 State Street SPDR S&P Biotech ETF shares in Q1 2026, an estimated $514K.
State Street SPDR S&P Biotech ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #939 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Biotech ETF in Q3 2018 and has held it in 30 quarters since.
815 funds tracked by Wall St. Rank held State Street SPDR S&P Biotech ETF as of Q1 2026.

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