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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$25.1M	Buy	508,753 +136,443	+37%	+$7.11M	0.07%	271
2025 Q4	$20.4M	Sell	372,310 -448,406	-55%	-$23.9M	0.06%	310
2025 Q3	$44.2M	Buy	820,716 +98,647	+14%	+$5.23M	0.13%	141
2025 Q2	$37.8M	Sell	722,069 -89,442	-11%	-$4.43M	0.13%	139
2025 Q1	$40.4M	Buy	811,511 +4,727	+0.6%	+$237K	0.16%	120
2024 Q4	$39M	Buy	806,784 +52,209	+7%	+$2.52M	0.16%	114
2024 Q3	$34.2M	Sell	754,575 -238,825	-24%	-$10.4M	0.15%	131
2024 Q2	$40.8M	Buy	993,400 +101,717	+11%	+$4.19M	0.19%	107
2024 Q1	$37.6M	Buy	891,683 +199,597	+29%	+$7.88M	0.18%	110
2023 Q4	$26M	Buy	692,086 +125,337	+22%	+$4.34M	0.14%	148
2023 Q3	$18.8M	Buy	566,749 +29,756	+6%	+$1.03M	0.12%	165
2023 Q2	$18.1M	Buy	536,993 +164,988	+44%	+$5.38M	0.11%	168
2023 Q1	$12M	Buy	372,005 +269,431	+263%	+$9.36M	0.08%	198
2022 Q4	$3.51M	Buy	102,574 +37,728	+58%	+$1.28M	0.03%	368
2022 Q3	$1.97M	Buy	64,846 +12,161	+23%	+$402K	0.02%	424
2022 Q2	$1.66M	Sell	52,685 -7,813	-13%	-$270K	0.01%	437
2022 Q1	$2.32M	Sell	60,498 -18,194	-23%	-$711K	0.02%	386
2021 Q4	$3.07M	Buy	+78,692	New	+$3.09M	0.02%	357
2021 Q2	$2.47M	Hold	67,278	–	–	0.02%	379
2021 Q1	$2.47M	Hold	67,278	–	–	0.02%	379
2020 Q4	$2.47M	Hold	67,278	–	–	0.02%	379
2020 Q3	$2.47M	Hold	67,278	–	–	0.02%	379
2020 Q2	$2.47M	Hold	67,278	–	–	0.02%	379
2020 Q1	$2.47M	Hold	67,278	–	–	0.02%	379
2019 Q4	$2.47M	Hold	67,278	–	–	0.02%	379
2019 Q3	$2.47M	Hold	67,278	–	–	0.02%	379
2019 Q2	$2.47M	Hold	67,278	–	–	0.02%	379
2019 Q1	$2.47M	Sell	67,278 -163,955	-71%	-$4.23M	0.02%	379
2018 Q4	$5.51M	Buy	231,233 +111,977	+94%	+$2.91M	0.14%	144
2018 Q3	$3.29M	Buy	119,256 +24,895	+26%	+$697K	0.08%	213
2018 Q2	$2.51M	Buy	94,361 +25,811	+38%	+$712K	0.08%	197
2018 Q1	$1.89M	Buy	68,550 +4,504	+7%	+$130K	0.08%	181
2017 Q4	$1.79M	Buy	64,046 +17,626	+38%	+$474K	0.08%	181
2017 Q3	$1.2M	Sell	46,420 -11,077	-19%	-$276K	0.06%	190
2017 Q2	$1.42M	Buy	57,497 +10,577	+23%	+$251K	0.07%	175
2017 Q1	$1.11M	Buy	46,920 +20,833	+80%	+$499K	0.06%	181
2016 Q4	$607K	Buy	26,087 +4,962	+23%	+$106K	0.04%	204
2016 Q3	$408K	Sell	21,125 -27,816	-57%	-$574K	0.03%	214
2016 Q2	$982K	Buy	48,941 +32,266	+193%	+$653K	0.07%	176
2016 Q1	$329K	Sell	16,675 -45,578	-73%	-$868K	0.03%	207
2015 Q4	$1.3M	Buy	62,253 +40,442	+185%	+$852K	0.13%	139
2015 Q3	$434K	Buy	+21,811	New	+$462K	0.04%	165
2015 Q2	–	Sell	-11,016	Closed	-$233K	–	198
2015 Q1	$233K	Buy	11,016 +685	+7%	+$14.5K	0.02%	172
2014 Q4	$224K	Sell	10,331 -22,634	-69%	-$474K	0.03%	164
2014 Q3	$670K	Buy	32,965 +6,124	+23%	+$124K	0.1%	141
2014 Q2	$536K	Sell	26,841 -1,044,672	-97%	-$20.4M	0.1%	110
2014 Q1	$21M	Buy	1,071,513 +182,022	+20%	+$3.48M	2.86%	6
2013 Q4	$17.1M	Buy	+889,491	New	+$16.4M	2.66%	7

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 37% in Q1 2026, buying an estimated $7.11M and bringing the position to 508,753 shares worth $25.1M. The position accounts for 0.07% of the portfolio, ranked #271.

Carson Wealth (CWM LLC) first reported a position in XLF in Q4 2013 and has held it in 48 quarters since. The position peaked at $44.2M in Q3 2025. 1,841 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Carson Wealth (CWM LLC) held 508,753 shares of State Street Financial Select Sector SPDR ETF worth $25.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 136,443 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.11M.
State Street Financial Select Sector SPDR ETF made up 0.07% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #271 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
Carson Wealth (CWM LLC)'s State Street Financial Select Sector SPDR ETF position peaked at $44.2M in Q3 2025.
1,841 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

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