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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$66.2K	Buy	+2,340	New	+$61.4K	﹤0.01%	3599

Other funds holding XLEI

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

MWM

Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return

SWM

SHP Wealth Management Plymouth, Massachusetts $1.33B AUM

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Gruss & Co West Palm Beach, Florida $42.8M AUM 49.41% 1-Year Est. Return

WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) opened a new position in State Street Energy Select Sector SPDR Premium Income ETF (XLEI) in Q1 2026: 2,340 shares worth $66.2K. The stake represents ﹤0.01% of the portfolio and ranks #3599 among its holdings.

9 funds tracked by Wall St. Rank hold XLEI as of Q1 2026.

Carson Wealth (CWM LLC) held 2,340 shares of State Street Energy Select Sector SPDR Premium Income ETF worth $66.2K as of Q1 2026.
State Street Energy Select Sector SPDR Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
State Street Energy Select Sector SPDR Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3599 holding.
9 funds tracked by Wall St. Rank held State Street Energy 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.