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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$19.7M	Buy	121,979 +47,583	+64%	+$7.99M	0.05%	335
2025 Q4	$11.5M	Buy	74,396 +20,143	+37%	+$3.1M	0.03%	470
2025 Q3	$8.37M	Buy	54,253 +18,077	+50%	+$2.74M	0.03%	527
2025 Q2	$5.34M	Sell	36,176 -8,696	-19%	-$1.19M	0.02%	566
2025 Q1	$5.88M	Buy	44,872 +4,914	+12%	+$664K	0.02%	478
2024 Q4	$5.26M	Sell	39,958 -157,851	-80%	-$21.8M	0.02%	463
2024 Q3	$26.8M	Sell	197,809 -11,476	-5%	-$1.46M	0.12%	162
2024 Q2	$25.5M	Buy	209,285 +17,697	+9%	+$2.18M	0.12%	157
2024 Q1	$24.1M	Buy	191,588 +18,294	+11%	+$2.15M	0.12%	173
2023 Q4	$19.8M	Buy	173,294 +27,570	+19%	+$2.89M	0.11%	186
2023 Q3	$14.8M	Buy	145,724 +12,311	+9%	+$1.32M	0.09%	187
2023 Q2	$14.3M	Buy	133,413 +50,517	+61%	+$5.09M	0.09%	190
2023 Q1	$8.39M	Buy	82,896 +67,271	+431%	+$6.77M	0.06%	239
2022 Q4	$1.53M	Buy	15,625 +8,290	+113%	+$789K	0.01%	493
2022 Q3	$608K	Sell	7,335 -407	-5%	-$37.5K	﹤0.01%	695
2022 Q2	$676K	Sell	7,742 -1,596	-17%	-$150K	0.01%	662
2022 Q1	$962K	Sell	9,338 -1,790	-16%	-$182K	0.01%	571
2021 Q4	$1.18M	Buy	+11,128	New	+$1.16M	0.01%	549
2021 Q2	$1.41M	Hold	13,748	–	–	0.01%	505
2021 Q1	$1.41M	Hold	13,748	–	–	0.01%	505
2020 Q4	$1.41M	Hold	13,748	–	–	0.01%	505
2020 Q3	$1.41M	Hold	13,748	–	–	0.01%	505
2020 Q2	$1.41M	Hold	13,748	–	–	0.01%	505
2020 Q1	$1.41M	Hold	13,748	–	–	0.01%	505
2019 Q4	$1.41M	Hold	13,748	–	–	0.01%	505
2019 Q3	$1.41M	Hold	13,748	–	–	0.01%	505
2019 Q2	$1.41M	Hold	13,748	–	–	0.01%	505
2019 Q1	$1.41M	Sell	13,748 -66,750	-83%	-$4.83M	0.01%	505
2018 Q4	$5.18M	Buy	80,498 +60,896	+311%	+$4.32M	0.13%	151
2018 Q3	$1.54M	Sell	19,602 -2,462	-11%	-$188K	0.04%	277
2018 Q2	$1.58M	Buy	22,064 +7,601	+53%	+$564K	0.05%	236
2018 Q1	$1.07M	Buy	14,463 +1,061	+8%	+$81.8K	0.04%	223
2017 Q4	$1.01M	Buy	13,402 +7,101	+113%	+$517K	0.05%	227
2017 Q3	$447K	Sell	6,301 -8,442	-57%	-$581K	0.02%	260
2017 Q2	$1M	Buy	14,743 +1,502	+11%	+$100K	0.05%	195
2017 Q1	$861K	Sell	13,241 -24,634	-65%	-$1.59M	0.05%	195
2016 Q4	$2.36M	Buy	37,875 +23,396	+162%	+$1.41M	0.14%	138
2016 Q3	$845K	Sell	14,479 -9,049	-38%	-$526K	0.06%	176
2016 Q2	$1.32M	Buy	23,528 +7,410	+46%	+$413K	0.1%	163
2016 Q1	$894K	Sell	16,118 -20,398	-56%	-$1.05M	0.08%	164
2015 Q4	$1.94M	Buy	36,516 +15,996	+78%	+$858K	0.19%	130
2015 Q3	$1.02M	Buy	20,520 +5,242	+34%	+$276K	0.1%	138
2015 Q2	$826K	Sell	15,278 -2,615	-15%	-$147K	0.08%	135
2015 Q1	$998K	Buy	+17,893	New	+$1.01M	0.1%	134
2014 Q4	–	Sell	-12,094	Closed	-$643K	–	196
2014 Q3	$643K	Buy	12,094 +2,522	+26%	+$135K	0.09%	144
2014 Q2	$517K	Sell	9,572 -397,811	-98%	-$21.3M	0.09%	114
2014 Q1	$21.3M	Buy	407,383 +67,489	+20%	+$3.47M	2.91%	5
2013 Q4	$17.8M	Buy	+339,894	New	+$16.7M	2.77%	5

Other funds holding XLI

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

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

Carson Wealth (CWM LLC) increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 64% in Q1 2026, buying an estimated $7.99M and bringing the position to 121,979 shares worth $19.7M. The position accounts for 0.05% of the portfolio, ranked #335.

Carson Wealth (CWM LLC) first reported a position in XLI in Q4 2013 and has held it in 48 quarters since. The position peaked at $26.8M in Q3 2024. 1,560 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Carson Wealth (CWM LLC) held 121,979 shares of State Street Industrial Select Sector SPDR ETF worth $19.7M as of Q1 2026.
Carson Wealth (CWM LLC) bought 47,583 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $7.99M.
State Street Industrial Select Sector SPDR ETF made up 0.05% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #335 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
Carson Wealth (CWM LLC)'s State Street Industrial Select Sector SPDR ETF position peaked at $26.8M in Q3 2024.
1,560 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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