Carson Wealth (CWM LLC)’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$24.3M	Buy	486,684 +87,716	+22%	+$4.4M	0.06%	284
2025 Q4	$18.1M	Buy	398,968 +40,576	+11%	+$1.79M	0.05%	354
2025 Q3	$16.1M	Buy	358,392 +38,218	+12%	+$1.73M	0.05%	332
2025 Q2	$14.1M	Sell	320,174 -14,554	-4%	-$617K	0.05%	311
2025 Q1	$14.4M	Buy	334,728 +27,196	+9%	+$1.19M	0.06%	278
2024 Q4	$12.9M	Buy	307,532 +21,692	+8%	+$1M	0.05%	267
2024 Q3	$13.8M	Buy	285,840 +32,062	+13%	+$1.46M	0.06%	261
2024 Q2	$11.2M	Buy	253,778 +33,318	+15%	+$1.51M	0.05%	278
2024 Q1	$10.2M	Sell	220,460 -114,152	-34%	-$4.91M	0.05%	284
2023 Q4	$14.3M	Buy	334,612 +54,430	+19%	+$2.18M	0.08%	229
2023 Q3	$11M	Buy	280,182 +73,028	+35%	+$3M	0.07%	229
2023 Q2	$8.58M	Buy	207,154 +100,928	+95%	+$4.01M	0.05%	252
2023 Q1	$4.28M	Buy	106,226 +72,244	+213%	+$2.93M	0.03%	353
2022 Q4	$1.32M	Buy	33,982 +23,890	+237%	+$917K	0.01%	538
2022 Q3	$343K	Buy	10,092 +906	+10%	+$34.1K	﹤0.01%	862
2022 Q2	$338K	Sell	9,186 -788	-8%	-$33K	﹤0.01%	853
2022 Q1	$440K	Sell	9,974 -1,494	-13%	-$63.7K	﹤0.01%	769
2021 Q4	$520K	Buy	+11,468	New	+$495K	﹤0.01%	718
2021 Q2	$890K	Hold	21,624	–	–	0.01%	582
2021 Q1	$890K	Hold	21,624	–	–	0.01%	582
2020 Q4	$890K	Hold	21,624	–	–	0.01%	582
2020 Q3	$890K	Hold	21,624	–	–	0.01%	582
2020 Q2	$890K	Hold	21,624	–	–	0.01%	582
2020 Q1	$890K	Hold	21,624	–	–	0.01%	582
2019 Q4	$890K	Hold	21,624	–	–	0.01%	582
2019 Q3	$890K	Hold	21,624	–	–	0.01%	582
2019 Q2	$890K	Hold	21,624	–	–	0.01%	582
2019 Q1	$890K	Sell	21,624 -174,126	-89%	-$4.69M	0.01%	582
2018 Q4	$4.95M	Buy	195,750 +151,224	+340%	+$4.03M	0.12%	155
2018 Q3	$1.29M	Sell	44,526 -7,142	-14%	-$211K	0.03%	295
2018 Q2	$1.5M	Buy	51,668 +18,578	+56%	+$544K	0.05%	237
2018 Q1	$942K	Buy	33,090 +2,646	+9%	+$80.2K	0.04%	232
2017 Q4	$921K	Buy	30,444 +17,368	+133%	+$511K	0.04%	236
2017 Q3	$371K	Sell	13,076 -19,736	-60%	-$543K	0.02%	278
2017 Q2	$883K	Buy	32,812 +7,654	+30%	+$203K	0.05%	209
2017 Q1	$659K	Buy	25,158 +5,674	+29%	+$147K	0.04%	214
2016 Q4	$484K	Buy	19,484 +9,182	+89%	+$223K	0.03%	214
2016 Q3	$246K	Sell	10,302 -22,478	-69%	-$541K	0.02%	245
2016 Q2	$760K	Buy	32,780 +23,534	+255%	+$548K	0.06%	183
2016 Q1	$207K	Sell	9,246 -38,682	-81%	-$801K	0.02%	228
2015 Q4	$1.04M	Buy	47,928 +33,530	+233%	+$744K	0.1%	150
2015 Q3	$287K	Buy	+14,398	New	+$320K	0.03%	192
2014 Q4	–	Sell	-26,294	Closed	-$652K	–	194
2014 Q3	$652K	Buy	26,294 +4,996	+23%	+$125K	0.09%	143
2014 Q2	$529K	Sell	21,298 -856,884	-98%	-$20.7M	0.09%	112
2014 Q1	$20.8M	Buy	878,182 +153,224	+21%	+$3.52M	2.83%	7
2013 Q4	$16.8M	Buy	+724,958	New	+$15.9M	2.61%	8

Other funds holding XLB

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

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

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

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

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

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 22% in Q1 2026, buying an estimated $4.4M and bringing the position to 486,684 shares worth $24.3M. The position accounts for 0.06% of the portfolio, ranked #284.

Carson Wealth (CWM LLC) first reported a position in XLB in Q4 2013 and has held it in 46 quarters since. 899 funds tracked by Wall St. Rank hold XLB as of Q1 2026.

Carson Wealth (CWM LLC) held 486,684 shares of State Street Materials Select Sector SPDR ETF worth $24.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 87,716 State Street Materials Select Sector SPDR ETF shares in Q1 2026, an estimated $4.4M.
State Street Materials Select Sector SPDR ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #284 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2013 and has held it in 46 quarters since.
899 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q1 2026.

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