Carson Wealth (CWM LLC)’s State Street SPDR S&P Health Care Equipment ETF XHE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$4.54K	Hold	58	–	–	﹤0.01%	5058
2025 Q4	$5K	Hold	58	–	–	﹤0.01%	4853
2025 Q3	$5K	Buy	58 +33	+132%	+$2.64K	﹤0.01%	4771
2025 Q2	$2K	Hold	25	–	–	﹤0.01%	4945
2025 Q1	$2K	Hold	25	–	–	﹤0.01%	4832
2024 Q4	$2K	Hold	25	–	–	﹤0.01%	4630
2024 Q3	$2K	Hold	25	–	–	﹤0.01%	4479
2024 Q2	$2K	Sell	25 -50	-67%	-$4.24K	﹤0.01%	4278
2024 Q1	$7K	Sell	75 -19	-20%	-$1.61K	﹤0.01%	3549
2023 Q4	$8K	Hold	94	–	–	﹤0.01%	3321
2023 Q3	$7K	Hold	94	–	–	﹤0.01%	3334
2023 Q2	$9K	Sell	94 -165	-64%	-$15.9K	﹤0.01%	3166
2023 Q1	$24K	Buy	259 +75	+41%	+$7K	﹤0.01%	2384
2022 Q4	$17K	Hold	184	–	–	﹤0.01%	2489
2022 Q3	$16K	Sell	184 -15	-8%	-$1.39K	﹤0.01%	2402
2022 Q2	$17K	Buy	199 +19	+11%	+$1.79K	﹤0.01%	2239
2022 Q1	$20K	Sell	180 -200	-53%	-$21.3K	﹤0.01%	2092
2021 Q4	$45K	Buy	+380	New	+$46K	﹤0.01%	1618

Other funds holding XHE

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street SPDR S&P Health Care Equipment ETF (XHE) position steady in Q1 2026 at 58 shares worth $4.54K. The position accounts for ﹤0.01% of the portfolio, ranked #5058.

Carson Wealth (CWM LLC) first reported a position in XHE in Q4 2021 and has held it in 18 quarters since. The position peaked at $45K in Q4 2021. 74 funds tracked by Wall St. Rank hold XHE as of Q1 2026.

Carson Wealth (CWM LLC) held 58 shares of State Street SPDR S&P Health Care Equipment ETF worth $4.54K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street SPDR S&P Health Care Equipment ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Equipment ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5058 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Health Care Equipment ETF in Q4 2021 and has held it in 18 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR S&P Health Care Equipment ETF position peaked at $45K in Q4 2021.
74 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Equipment ETF as of Q1 2026.

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