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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.2M	Buy	1,342,139 +215,728	+19%	+$11.6M	0.22%	92
2025 Q4	$50.4M	Buy	1,126,411 +86,145	+8%	+$3.84M	0.14%	144
2025 Q3	$46.5M	Buy	1,040,266 +259,426	+33%	+$11.4M	0.14%	135
2025 Q2	$33.1M	Sell	780,840 -19,576	-2%	-$815K	0.12%	157
2025 Q1	$37.4M	Buy	800,416 +66,644	+9%	+$3M	0.15%	131
2024 Q4	$31.4M	Buy	733,772 +123,956	+20%	+$5.63M	0.13%	141
2024 Q3	$26.8M	Buy	609,816 +58,142	+11%	+$2.6M	0.12%	163
2024 Q2	$25.1M	Buy	551,674 +372,296	+208%	+$17.3M	0.12%	161
2024 Q1	$8.47M	Sell	179,378 -239,082	-57%	-$10.3M	0.04%	322
2023 Q4	$17.5M	Sell	418,460 -14,722	-3%	-$629K	0.09%	202
2023 Q3	$19.6M	Buy	433,182 +91,552	+27%	+$4.01M	0.12%	156
2023 Q2	$13.9M	Buy	341,630 +40,450	+13%	+$1.65M	0.09%	192
2023 Q1	$12.5M	Buy	301,180 +130,050	+76%	+$5.56M	0.08%	196
2022 Q4	$7.48M	Buy	171,130 +86,774	+103%	+$3.78M	0.06%	241
2022 Q3	$3.04M	Buy	84,356 +4,890	+6%	+$185K	0.02%	356
2022 Q2	$2.84M	Buy	79,466 +2,132	+3%	+$85.5K	0.02%	366
2022 Q1	$2.96M	Sell	77,334 -2,818	-4%	-$97.6K	0.02%	360
2021 Q4	$2.22M	Buy	+80,152	New	+$2.26M	0.02%	409
2021 Q2	$2.23M	Hold	82,892	–	–	0.02%	397
2021 Q1	$2.23M	Hold	82,892	–	–	0.02%	397
2020 Q4	$2.23M	Hold	82,892	–	–	0.02%	397
2020 Q3	$2.23M	Hold	82,892	–	–	0.02%	397
2020 Q2	$2.23M	Hold	82,892	–	–	0.02%	397
2020 Q1	$2.23M	Hold	82,892	–	–	0.02%	397
2019 Q4	$2.23M	Hold	82,892	–	–	0.02%	397
2019 Q3	$2.23M	Hold	82,892	–	–	0.02%	397
2019 Q2	$2.23M	Hold	82,892	–	–	0.02%	397
2019 Q1	$2.23M	Sell	82,892 -49,278	-37%	-$1.58M	0.02%	397
2018 Q4	$3.79M	Buy	132,170 +93,280	+240%	+$3.12M	0.09%	185
2018 Q3	$1.47M	Sell	38,890 -8,946	-19%	-$335K	0.04%	280
2018 Q2	$1.82M	Buy	47,836 +14,538	+44%	+$540K	0.06%	223
2018 Q1	$1.12M	Buy	33,298 +9,898	+42%	+$350K	0.04%	216
2017 Q4	$845K	Buy	23,400 +7,508	+47%	+$258K	0.04%	240
2017 Q3	$544K	Sell	15,892 -14,550	-48%	-$473K	0.03%	245
2017 Q2	$988K	Buy	30,442 +5,596	+23%	+$188K	0.05%	199
2017 Q1	$868K	Sell	24,846 -17,546	-41%	-$634K	0.05%	193
2016 Q4	$1.6M	Buy	42,392 +32,472	+327%	+$1.17M	0.1%	161
2016 Q3	$350K	Sell	9,920 -15,332	-61%	-$525K	0.02%	221
2016 Q2	$862K	Buy	25,252 +16,870	+201%	+$557K	0.06%	180
2016 Q1	$259K	Sell	8,382 -19,362	-70%	-$562K	0.02%	215
2015 Q4	$837K	Buy	27,744 +17,098	+161%	+$563K	0.08%	155
2015 Q3	$326K	Buy	+10,646	New	+$359K	0.03%	185
2014 Q4	–	Sell	-13,194	Closed	-$598K	–	195
2014 Q3	$598K	Buy	13,194 +2,078	+19%	+$101K	0.09%	150
2014 Q2	$556K	Sell	11,116 -435,730	-98%	-$20.6M	0.1%	107
2014 Q1	$19.9M	Buy	446,846 +81,148	+22%	+$3.5M	2.71%	10
2013 Q4	$16.2M	Buy	+365,698	New	+$15.7M	2.52%	10

Other funds holding XLE

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

MMH

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

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

Carson Wealth (CWM LLC) increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 19% in Q1 2026, buying an estimated $11.6M and bringing the position to 1,342,139 shares worth $82.2M. The position accounts for 0.22% of the portfolio, ranked #92.

Carson Wealth (CWM LLC) first reported a position in XLE in Q4 2013 and has held it in 46 quarters since. 2,107 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Carson Wealth (CWM LLC) held 1,342,139 shares of State Street Energy Select Sector SPDR ETF worth $82.2M as of Q1 2026.
Carson Wealth (CWM LLC) bought 215,728 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $11.6M.
State Street Energy Select Sector SPDR ETF made up 0.22% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #92 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2013 and has held it in 46 quarters since.
2,107 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

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