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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$139M	Sell	1,044,720 -360,323	-26%	-$50.8M	0.36%	56
2025 Q4	$202M	Buy	1,405,043 +173,131	+14%	+$25M	0.55%	33
2025 Q3	$174M	Buy	1,231,912 +75,282	+7%	+$9.97M	0.52%	38
2025 Q2	$146M	Buy	1,156,630 +176,470	+18%	+$19.6M	0.52%	42
2025 Q1	$101M	Buy	980,160 +88,178	+10%	+$10M	0.4%	49
2024 Q4	$104M	Sell	891,982 -19,228	-2%	-$2.24M	0.43%	45
2024 Q3	$103M	Sell	911,210 -12,272	-1%	-$1.35M	0.44%	41
2024 Q2	$104M	Buy	923,482 +12,994	+1%	+$1.37M	0.49%	37
2024 Q1	$94.8M	Buy	910,488 +40,926	+5%	+$4.14M	0.46%	38
2023 Q4	$83.7M	Buy	869,562 +200,624	+30%	+$17.9M	0.45%	43
2023 Q3	$54.8M	Buy	668,938 +26,004	+4%	+$2.23M	0.34%	58
2023 Q2	$55.9M	Buy	642,934 +285,292	+80%	+$22.5M	0.35%	54
2023 Q1	$27M	Buy	357,642 +233,412	+188%	+$16.1M	0.18%	117
2022 Q4	$7.73M	Buy	124,230 +36,034	+41%	+$2.29M	0.06%	233
2022 Q3	$5.24M	Sell	88,196 -42,850	-33%	-$2.92M	0.04%	274
2022 Q2	$8.33M	Sell	131,046 -12,206	-9%	-$850K	0.06%	220
2022 Q1	$11.4M	Sell	143,252 -37,126	-21%	-$2.91M	0.08%	191
2021 Q4	$15.7M	Buy	+180,378	New	+$14.9M	0.11%	174
2021 Q2	$11.2M	Hold	151,180	–	–	0.09%	191
2021 Q1	$11.2M	Hold	151,180	–	–	0.09%	191
2020 Q4	$11.2M	Hold	151,180	–	–	0.09%	191
2020 Q3	$11.2M	Hold	151,180	–	–	0.09%	191
2020 Q2	$11.2M	Hold	151,180	–	–	0.09%	191
2020 Q1	$11.2M	Hold	151,180	–	–	0.09%	191
2019 Q4	$11.2M	Hold	151,180	–	–	0.09%	191
2019 Q3	$11.2M	Hold	151,180	–	–	0.09%	191
2019 Q2	$11.2M	Hold	151,180	–	–	0.09%	191
2019 Q1	$11.2M	Sell	151,180 -103,918	-41%	-$3.56M	0.09%	191
2018 Q4	$7.91M	Buy	255,098 +166,924	+189%	+$5.65M	0.2%	108
2018 Q3	$3.32M	Buy	88,174 +22,182	+34%	+$814K	0.08%	209
2018 Q2	$2.29M	Buy	65,992 +15,270	+30%	+$524K	0.08%	203
2018 Q1	$1.66M	Buy	50,722 +916	+2%	+$30.8K	0.07%	187
2017 Q4	$1.59M	Buy	49,806 +12,268	+33%	+$385K	0.07%	197
2017 Q3	$1.11M	Sell	37,538 -7,008	-16%	-$202K	0.05%	197
2017 Q2	$1.22M	Buy	44,546 +11,662	+35%	+$321K	0.06%	185
2017 Q1	$877K	Buy	32,884 +9,820	+43%	+$253K	0.05%	192
2016 Q4	$558K	Buy	23,064 +12,466	+118%	+$298K	0.03%	207
2016 Q3	$253K	Sell	10,598 -25,016	-70%	-$581K	0.02%	241
2016 Q2	$772K	Buy	35,614 +26,728	+301%	+$580K	0.06%	182
2016 Q1	$197K	Sell	8,886 -53,758	-86%	-$1.11M	0.02%	231
2015 Q4	$1.34M	Buy	62,644 +40,754	+186%	+$878K	0.13%	138
2015 Q3	$432K	Buy	+21,890	New	+$451K	0.04%	166
2015 Q2	–	Sell	-10,032	Closed	-$208K	–	199
2015 Q1	$208K	Buy	10,032 +228	+2%	+$4.75K	0.02%	178
2014 Q4	$203K	Sell	9,804 -23,748	-71%	-$481K	0.02%	168
2014 Q3	$669K	Buy	33,552 +5,992	+22%	+$119K	0.1%	142
2014 Q2	$528K	Sell	27,560 -1,100,292	-98%	-$20.4M	0.09%	113
2014 Q1	$20.5M	Buy	1,127,852 +194,038	+21%	+$3.47M	2.79%	9
2013 Q4	$16.7M	Buy	+933,814	New	+$15.8M	2.6%	9

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 26% in Q1 2026, selling an estimated $50.8M and leaving 1,044,720 shares worth $139M. The position accounts for 0.36% of the portfolio, ranked #56.

Carson Wealth (CWM LLC) first reported a position in XLK in Q4 2013 and has held it in 48 quarters since. The position peaked at $202M in Q4 2025. 2,416 funds tracked by Wall St. Rank hold XLK as of Q1 2026.

Carson Wealth (CWM LLC) held 1,044,720 shares of State Street Technology Select Sector SPDR ETF worth $139M as of Q1 2026.
Carson Wealth (CWM LLC) sold 360,323 State Street Technology Select Sector SPDR ETF shares in Q1 2026, an estimated $50.8M.
State Street Technology Select Sector SPDR ETF made up 0.36% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #56 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2013 and has held it in 48 quarters since.
Carson Wealth (CWM LLC)'s State Street Technology Select Sector SPDR ETF position peaked at $202M in Q4 2025.
2,416 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2026.

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