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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39K	Hold	389	–	–	﹤0.01%	3978
2025 Q4	$42K	Sell	389 -11	-3%	-$1.16K	﹤0.01%	3733
2025 Q3	$41K	Hold	400	–	–	﹤0.01%	3687
2025 Q2	$40K	Hold	400	–	–	﹤0.01%	3457
2025 Q1	$39K	Hold	400	–	–	﹤0.01%	3193
2024 Q4	$36K	Hold	400	–	–	﹤0.01%	3041
2024 Q3	$39K	Hold	400	–	–	﹤0.01%	2893
2024 Q2	$36K	Hold	400	–	–	﹤0.01%	2711
2024 Q1	$38K	Hold	400	–	–	﹤0.01%	2490
2023 Q4	$36K	Hold	400	–	–	﹤0.01%	2384
2023 Q3	$33K	Hold	400	–	–	﹤0.01%	2357
2023 Q2	$38K	Hold	400	–	–	﹤0.01%	2193
2023 Q1	$35K	Buy	400 +100	+33%	+$8.88K	﹤0.01%	2122
2022 Q4	$25K	Sell	300 -803	-73%	-$70.6K	﹤0.01%	2222
2022 Q3	$97K	Buy	1,103 +803	+268%	+$75.3K	﹤0.01%	1342
2022 Q2	$25K	Buy	+300	New	+$26.4K	﹤0.01%	1992

Other funds holding XHS

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

HRT Financial New York $40.1B AUM 58.22% 1-Year Est. Return

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

Carson Wealth (CWM LLC) held its State Street SPDR S&P Health Care Services ETF (XHS) position steady in Q1 2026 at 389 shares worth $39K. The position accounts for ﹤0.01% of the portfolio, ranked #3978.

Carson Wealth (CWM LLC) first reported a position in XHS in Q2 2022 and has held it in 16 quarters since. The position peaked at $97K in Q3 2022. 62 funds tracked by Wall St. Rank hold XHS as of Q1 2026.

Carson Wealth (CWM LLC) held 389 shares of State Street SPDR S&P Health Care Services ETF worth $39K as of Q1 2026.
Carson Wealth (CWM LLC) left its State Street SPDR S&P Health Care Services ETF share count unchanged in Q1 2026.
State Street SPDR S&P Health Care Services ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3978 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Health Care Services ETF in Q2 2022 and has held it in 16 quarters since.
Carson Wealth (CWM LLC)'s State Street SPDR S&P Health Care Services ETF position peaked at $97K in Q3 2022.
62 funds tracked by Wall St. Rank held State Street SPDR S&P Health Care Services ETF as of Q1 2026.

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