Carson Wealth (CWM LLC)
XLBI

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

Carson Wealth (CWM LLC)’s Portfolio XLBI Stock Details XLBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.39K Buy
+355
New +$8.62K ﹤0.01% 4844

Other funds holding XLBI

WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street Materials Select Sector SPDR Premium Income ETF (XLBI) in Q1 2026: 355 shares worth $8.39K. The stake represents ﹤0.01% of the portfolio and ranks #4844 among its holdings.

4 funds tracked by Wall St. Rank hold XLBI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 355 shares of State Street Materials Select Sector SPDR Premium Income ETF worth $8.39K as of Q1 2026.
  • State Street Materials Select Sector SPDR Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street Materials Select Sector SPDR Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4844 holding.
  • 4 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR Premium Income ETF as of Q1 2026.

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