Carson Wealth (CWM LLC)
XHB icon

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

Carson Wealth (CWM LLC)’s Portfolio XHB Stock Details XHB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$292K Sell
2,960
-418
-12% -$45.8K ﹤0.01% 2402
2025
Q4 		$348K Buy
3,378
+233
+7% +$24.7K ﹤0.01% 2161
2025
Q3 		$348K Sell
3,145
-29,010
-90% -$3.18M ﹤0.01% 2007
2025
Q2 		$3.17M Buy
32,155
+6,476
+25% +$616K 0.01% 757
2025
Q1 		$2.49M Sell
25,679
-4,411
-15% -$457K 0.01% 762
2024
Q4 		$3.14M Sell
30,090
-842
-3% -$98.8K 0.01% 605
2024
Q3 		$3.85M Sell
30,932
-4,594
-13% -$519K 0.02% 506
2024
Q2 		$3.59M Buy
35,526
+2,090
+6% +$218K 0.02% 495
2024
Q1 		$3.73M Buy
33,436
+1,529
+5% +$153K 0.02% 471
2023
Q4 		$3.05M Sell
31,907
-3,106
-9% -$252K 0.02% 499
2023
Q3 		$2.68M Buy
35,013
+30,939
+759% +$2.51M 0.02% 482
2023
Q2 		$327K Buy
4,074
+3,644
+847% +$261K ﹤0.01% 1081
2023
Q1 		$29K Buy
+430
New +$28.7K ﹤0.01% 2254
2022
Q3 		– Sell
-562
Closed -$31K – 4220
2022
Q2 		$31K Hold
562
– – ﹤0.01% 1878
2022
Q1 		$36K Hold
562
– – ﹤0.01% 1772
2021
Q4 		$48K Buy
+562
New +$45K ﹤0.01% 1588
2021
Q2 		$41K Hold
562
– – ﹤0.01% 1482
2021
Q1 		$41K Hold
562
– – ﹤0.01% 1482
2020
Q4 		$41K Hold
562
– – ﹤0.01% 1482
2020
Q3 		$41K Hold
562
– – ﹤0.01% 1481
2020
Q2 		$41K Hold
562
– – ﹤0.01% 1481
2020
Q1 		$41K Hold
562
– – ﹤0.01% 1481
2019
Q4 		$41K Hold
562
– – ﹤0.01% 1481
2019
Q3 		$41K Hold
562
– – ﹤0.01% 1481
2019
Q2 		$41K Hold
562
– – ﹤0.01% 1481
2019
Q1 		$41K Buy
+562
New +$20.8K ﹤0.01% 1481

Other funds holding XHB

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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
MASUI
MIRAE ASSET SECURITIES (USA) INC. New York $3.58B AUM 45.67% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Homebuilders ETF (XHB) stake by 12% in Q1 2026, selling an estimated $45.8K and leaving 2,960 shares worth $292K. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

Carson Wealth (CWM LLC) first reported a position in XHB in Q1 2019 and has held it in 26 quarters since. The position peaked at $3.85M in Q3 2024. 307 funds tracked by Wall St. Rank hold XHB as of Q1 2026.

  • Carson Wealth (CWM LLC) held 2,960 shares of State Street SPDR S&P Homebuilders ETF worth $292K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 418 State Street SPDR S&P Homebuilders ETF shares in Q1 2026, an estimated $45.8K.
  • State Street SPDR S&P Homebuilders ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2402 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Homebuilders ETF in Q1 2019 and has held it in 26 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Homebuilders ETF position peaked at $3.85M in Q3 2024.
  • 307 funds tracked by Wall St. Rank held State Street SPDR S&P Homebuilders ETF as of Q1 2026.

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