Carson Wealth (CWM LLC)
XLII

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

Carson Wealth (CWM LLC)’s Portfolio XLII Stock Details XLII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.6K Buy
+1,350
New +$34.1K ﹤0.01% 4102

Other funds holding XLII

AWA
Arkadios Wealth Advisors Atlanta, Georgia $6.13B AUM 23.41% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street Industrial Select Sector SPDR Premium Income ETF (XLII) in Q1 2026: 1,350 shares worth $32.6K. The stake represents ﹤0.01% of the portfolio and ranks #4102 among its holdings.

10 funds tracked by Wall St. Rank hold XLII as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,350 shares of State Street Industrial Select Sector SPDR Premium Income ETF worth $32.6K as of Q1 2026.
  • State Street Industrial Select Sector SPDR Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street Industrial Select Sector SPDR Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4102 holding.
  • 10 funds tracked by Wall St. Rank held State Street Industrial 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.