Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$70.9M Buy
639,439
+103,184
+19% +$11.9M 0.19% 113
2025
Q4 		$63.1M Buy
536,255
+87,800
+20% +$10.1M 0.17% 113
2025
Q3 		$53.1M Buy
448,455
+31,968
+8% +$3.55M 0.16% 124
2025
Q2 		$45.2M Buy
416,487
+90,815
+28% +$8.95M 0.16% 120
2025
Q1 		$31.4M Buy
325,672
+19,137
+6% +$1.91M 0.13% 152
2024
Q4 		$29.7M Buy
306,535
+19,182
+7% +$1.83M 0.12% 147
2024
Q3 		$26M Buy
287,353
+16,437
+6% +$1.42M 0.11% 169
2024
Q2 		$23.2M Buy
270,916
+7,689
+3% +$634K 0.11% 178
2024
Q1 		$21.5M Buy
263,227
+7,382
+3% +$575K 0.1% 188
2023
Q4 		$18.6M Buy
255,845
+34,202
+15% +$2.35M 0.1% 194
2023
Q3 		$14.5M Buy
221,643
+31,978
+17% +$2.13M 0.09% 189
2023
Q2 		$12.3M Buy
189,665
+93,170
+97% +$5.67M 0.08% 209
2023
Q1 		$5.59M Buy
96,495
+67,575
+234% +$3.67M 0.04% 301
2022
Q4 		$1.39M Buy
28,920
+12,630
+78% +$619K 0.01% 522
2022
Q3 		$780K Sell
16,290
-650
-4% -$35.8K 0.01% 618
2022
Q2 		$919K Sell
16,940
-2,100
-11% -$126K 0.01% 580
2022
Q1 		$1.31M Sell
19,040
-2,117
-10% -$149K 0.01% 498
2021
Q4 		$1.64M Buy
+21,157
New +$1.67M 0.01% 477
2021
Q2 		$1.78M Hold
22,000
– – 0.01% 464
2021
Q1 		$1.78M Hold
22,000
– – 0.01% 464
2020
Q4 		$1.78M Hold
22,000
– – 0.01% 464
2020
Q3 		$1.78M Hold
22,000
– – 0.01% 464
2020
Q2 		$1.78M Hold
22,000
– – 0.01% 464
2020
Q1 		$1.78M Hold
22,000
– – 0.01% 464
2019
Q4 		$1.78M Hold
22,000
– – 0.01% 464
2019
Q3 		$1.78M Hold
22,000
– – 0.01% 464
2019
Q2 		$1.78M Hold
22,000
– – 0.01% 464
2019
Q1 		$1.78M Sell
22,000
-18,997
-46% -$866K 0.01% 464
2018
Q4 		$1.69M Buy
40,997
+25,032
+157% +$1.12M 0.04% 303
2018
Q3 		$782K Buy
+15,965
New +$789K 0.02% 340

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 19% in Q1 2026, buying an estimated $11.9M and bringing the position to 639,439 shares worth $70.9M. The position accounts for 0.19% of the portfolio, ranked #113.

Carson Wealth (CWM LLC) first reported a position in XLC in Q3 2018 and has held it in 30 quarters since. 1,190 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 639,439 shares of State Street Communication Services Select Sector SPDR ETF worth $70.9M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 103,184 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $11.9M.
  • State Street Communication Services Select Sector SPDR ETF made up 0.19% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #113 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2018 and has held it in 30 quarters since.
  • 1,190 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

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