Carson Wealth (CWM LLC)’s State Street SPDR S&P Oil & Gas Equipment & Services ETF XES Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.55M	Buy	30,519 +6,288	+26%	+$659K	0.01%	950
2025 Q4	$1.99M	Buy	24,231 +20,848	+616%	+$1.65M	0.01%	1155
2025 Q3	$245K	Buy	3,383 +1,752	+107%	+$120K	﹤0.01%	2286
2025 Q2	$103K	Buy	1,631 +6	+0.4%	+$370	﹤0.01%	2696
2025 Q1	$116K	Buy	1,625 +3	+0.2%	+$232	﹤0.01%	2309
2024 Q4	$128K	Sell	1,622 -314	-16%	-$25.6K	﹤0.01%	2117
2024 Q3	$156K	Sell	1,936 -2,231	-54%	-$195K	﹤0.01%	1896
2024 Q2	$379K	Buy	4,167 +1,396	+50%	+$128K	﹤0.01%	1295
2024 Q1	$258K	Buy	2,771 +683	+33%	+$57.2K	﹤0.01%	1396
2023 Q4	$176K	Buy	2,088 +1,176	+129%	+$102K	﹤0.01%	1473
2023 Q3	$87K	Buy	912 +504	+124%	+$46.6K	﹤0.01%	1722
2023 Q2	$32K	Buy	+408	New	+$30K	﹤0.01%	2330

Other funds holding XES

NHFG

New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

BSG

Black Swift Group Boulder, Colorado $571M AUM 36.77% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RSWM

Robertson Stephens Wealth Management San Francisco, California $3.57B AUM 28.36% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Oil & Gas Equipment & Services ETF (XES) stake by 26% in Q1 2026, buying an estimated $659K and bringing the position to 30,519 shares worth $3.55M. The position accounts for 0.01% of the portfolio, ranked #950.

Carson Wealth (CWM LLC) first reported a position in XES in Q2 2023 and has held it in 12 quarters since. 92 funds tracked by Wall St. Rank hold XES as of Q1 2026.

Carson Wealth (CWM LLC) held 30,519 shares of State Street SPDR S&P Oil & Gas Equipment & Services ETF worth $3.55M as of Q1 2026.
Carson Wealth (CWM LLC) bought 6,288 State Street SPDR S&P Oil & Gas Equipment & Services ETF shares in Q1 2026, an estimated $659K.
State Street SPDR S&P Oil & Gas Equipment & Services ETF made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #950 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Oil & Gas Equipment & Services ETF in Q2 2023 and has held it in 12 quarters since.
92 funds tracked by Wall St. Rank held State Street SPDR S&P Oil & Gas Equipment & Services ETF as of Q1 2026.

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