Carson Wealth (CWM LLC)
XLFI

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

Carson Wealth (CWM LLC)’s Portfolio XLFI Stock Details XLFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$31.1K Buy
+1,386
New +$32.8K ﹤0.01% 4139

Other funds holding XLFI

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street Financial Select Sector SPDR Premium Income ETF (XLFI) in Q1 2026: 1,386 shares worth $31.1K. The stake represents ﹤0.01% of the portfolio and ranks #4139 among its holdings.

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

  • Carson Wealth (CWM LLC) held 1,386 shares of State Street Financial Select Sector SPDR Premium Income ETF worth $31.1K as of Q1 2026.
  • State Street Financial Select Sector SPDR Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street Financial Select Sector SPDR Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4139 holding.
  • 4 funds tracked by Wall St. Rank held State Street Financial 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.