Carson Wealth (CWM LLC)’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Buy	122,906 +32,889	+37%	+$2.77M	0.03%	558
2025 Q4	$6.99M	Buy	90,017 +29,594	+49%	+$2.31M	0.02%	648
2025 Q3	$4.74M	Buy	60,423 +23,392	+63%	+$1.89M	0.01%	741
2025 Q2	$3M	Buy	37,031 +3,692	+11%	+$300K	0.01%	787
2025 Q1	$2.72M	Sell	33,339 -5,356	-14%	-$427K	0.01%	727
2024 Q4	$3.04M	Buy	38,695 +1,291	+3%	+$105K	0.01%	618
2024 Q3	$3.1M	Buy	37,404 +682	+2%	+$54.8K	0.01%	568
2024 Q2	$2.81M	Sell	36,722 -3,287	-8%	-$251K	0.01%	555
2024 Q1	$3.06M	Sell	40,009 -5,909	-13%	-$437K	0.01%	523
2023 Q4	$3.31M	Sell	45,918 -88,579	-66%	-$6.14M	0.02%	476
2023 Q3	$9.26M	Buy	134,497 +9,622	+8%	+$704K	0.06%	253
2023 Q2	$9.26M	Buy	124,875 +41,528	+50%	+$3.12M	0.06%	243
2023 Q1	$6.23M	Buy	83,347 +34,264	+70%	+$2.51M	0.04%	283
2022 Q4	$3.66M	Buy	49,083 +12,298	+33%	+$896K	0.03%	356
2022 Q3	$2.46M	Buy	36,785 +2,306	+7%	+$169K	0.02%	395
2022 Q2	$2.49M	Buy	34,479 +5,314	+18%	+$399K	0.02%	382
2022 Q1	$2.21M	Buy	29,165 +2,492	+9%	+$188K	0.02%	395
2021 Q4	$2.06M	Buy	+26,673	New	+$1.93M	0.01%	425
2021 Q2	$1.79M	Hold	25,582	–	–	0.01%	463
2021 Q1	$1.79M	Hold	25,582	–	–	0.01%	463
2020 Q4	$1.79M	Hold	25,582	–	–	0.01%	463
2020 Q3	$1.79M	Hold	25,582	–	–	0.01%	463
2020 Q2	$1.79M	Hold	25,582	–	–	0.01%	463
2020 Q1	$1.79M	Hold	25,582	–	–	0.01%	463
2019 Q4	$1.79M	Hold	25,582	–	–	0.01%	463
2019 Q3	$1.79M	Hold	25,582	–	–	0.01%	463
2019 Q2	$1.79M	Hold	25,582	–	–	0.01%	463
2019 Q1	$1.79M	Sell	25,582 -110,582	-81%	-$5.91M	0.01%	463
2018 Q4	$6.91M	Buy	136,164 +65,631	+93%	+$3.56M	0.17%	123
2018 Q3	$3.8M	Buy	70,533 +17,644	+33%	+$947K	0.1%	192
2018 Q2	$2.73M	Buy	52,889 +22,050	+72%	+$1.12M	0.09%	188
2018 Q1	$1.62M	Buy	30,839 +1,142	+4%	+$62.9K	0.06%	189
2017 Q4	$1.69M	Buy	29,697 +10,068	+51%	+$553K	0.08%	191
2017 Q3	$1.06M	Sell	19,629 -8,882	-31%	-$488K	0.05%	205
2017 Q2	$1.57M	Buy	28,511 +3,702	+15%	+$206K	0.08%	170
2017 Q1	$1.35M	Buy	24,809 +2,237	+10%	+$120K	0.08%	170
2016 Q4	$1.17M	Buy	22,572 +4,472	+25%	+$232K	0.07%	175
2016 Q3	$963K	Sell	18,100 -9,887	-35%	-$538K	0.07%	171
2016 Q2	$1.54M	Buy	27,987 +9,993	+56%	+$532K	0.11%	160
2016 Q1	$955K	Sell	17,994 -8,695	-33%	-$442K	0.08%	162
2015 Q4	$1.35M	Buy	26,689 +19,602	+277%	+$974K	0.13%	137
2015 Q3	$334K	Buy	+7,087	New	+$344K	0.03%	183
2015 Q2	–	Sell	-4,494	Closed	-$219K	–	200
2015 Q1	$219K	Buy	+4,494	New	+$221K	0.02%	175
2014 Q4	–	Sell	-13,293	Closed	-$600K	–	197
2014 Q3	$600K	Buy	13,293 +1,926	+17%	+$86.4K	0.09%	148
2014 Q2	$507K	Sell	11,367 -441,240	-97%	-$19.5M	0.09%	117
2014 Q1	$19.5M	Buy	452,607 +82,860	+22%	+$3.48M	2.66%	12
2013 Q4	$15.9M	Buy	+369,747	New	+$15.6M	2.48%	11

Other funds holding XLP

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Carson Wealth (CWM LLC) increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 37% in Q1 2026, buying an estimated $2.77M and bringing the position to 122,906 shares worth $10.1M. The position accounts for 0.03% of the portfolio, ranked #558.

Carson Wealth (CWM LLC) first reported a position in XLP in Q4 2013 and has held it in 47 quarters since. The position peaked at $19.5M in Q1 2014. 1,254 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Carson Wealth (CWM LLC) held 122,906 shares of State Street Consumer Staples Select Sector SPDR ETF worth $10.1M as of Q1 2026.
Carson Wealth (CWM LLC) bought 32,889 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $2.77M.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #558 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2013 and has held it in 47 quarters since.
Carson Wealth (CWM LLC)'s State Street Consumer Staples Select Sector SPDR ETF position peaked at $19.5M in Q1 2014.
1,254 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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