Carson Wealth (CWM LLC)
XLRE icon

Carson Wealth (CWM LLC)’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XLRE Stock Details XLRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24M Buy
588,063
+59,145
+11% +$2.48M 0.06% 288
2025
Q4 		$21.3M Buy
528,918
+75,000
+17% +$3.09M 0.06% 296
2025
Q3 		$19.1M Buy
453,918
+107,641
+31% +$4.5M 0.06% 285
2025
Q2 		$14.3M Sell
346,277
-5,701
-2% -$234K 0.05% 309
2025
Q1 		$14.7M Buy
351,978
+40,864
+13% +$1.7M 0.06% 274
2024
Q4 		$12.7M Buy
311,114
+21,177
+7% +$916K 0.05% 273
2024
Q3 		$13M Buy
289,937
+31,371
+12% +$1.32M 0.06% 270
2024
Q2 		$9.93M Buy
258,566
+35,131
+16% +$1.32M 0.05% 295
2024
Q1 		$8.83M Buy
223,435
+19,511
+10% +$759K 0.04% 311
2023
Q4 		$8.17M Buy
203,924
+84,338
+71% +$3.03M 0.04% 303
2023
Q3 		$4.07M Sell
119,586
-106,375
-47% -$3.94M 0.03% 402
2023
Q2 		$8.52M Buy
225,961
+95,316
+73% +$3.52M 0.05% 256
2023
Q1 		$4.88M Buy
130,645
+71,443
+121% +$2.74M 0.03% 324
2022
Q4 		$2.19M Buy
59,202
+53,573
+952% +$1.98M 0.02% 435
2022
Q3 		$203K Sell
5,629
-75
-1% -$3.14K ﹤0.01% 1042
2022
Q2 		$233K Buy
5,704
+319
+6% +$14.2K ﹤0.01% 983
2022
Q1 		$260K Sell
5,385
-133
-2% -$6.23K ﹤0.01% 938
2021
Q4 		$286K Buy
+5,518
New +$265K ﹤0.01% 896
2021
Q2 		$218K Hold
4,927
– – ﹤0.01% 879
2021
Q1 		$218K Hold
4,927
– – ﹤0.01% 879
2020
Q4 		$218K Hold
4,927
– – ﹤0.01% 879
2020
Q3 		$218K Hold
4,927
– – ﹤0.01% 879
2020
Q2 		$218K Hold
4,927
– – ﹤0.01% 879
2020
Q1 		$218K Hold
4,927
– – ﹤0.01% 879
2019
Q4 		$218K Hold
4,927
– – ﹤0.01% 879
2019
Q3 		$218K Hold
4,927
– – ﹤0.01% 879
2019
Q2 		$218K Hold
4,927
– – ﹤0.01% 879
2019
Q1 		$218K Sell
4,927
-30,561
-86% -$1.04M ﹤0.01% 879
2018
Q4 		$1.1M Buy
35,488
+28,266
+391% +$916K 0.03% 369
2018
Q3 		$236K Sell
7,222
-1,302
-15% -$43.2K 0.01% 492
2018
Q2 		$279K Buy
8,524
+2,650
+45% +$82.9K 0.01% 383
2018
Q1 		$183K Buy
5,874
+705
+14% +$21.9K 0.01% 374
2017
Q4 		$170K Buy
5,169
+2,606
+102% +$86K 0.01% 367
2017
Q3 		$83K Sell
2,563
-2,842
-53% -$92.3K ﹤0.01% 439
2017
Q2 		$174K Buy
5,405
+1,165
+27% +$37.3K 0.01% 320
2017
Q1 		$134K Buy
4,240
+980
+30% +$30.6K 0.01% 332
2016
Q4 		$100K Buy
3,260
+310
+11% +$9.49K 0.01% 350
2016
Q3 		$97K Buy
+2,950
New +$99K 0.01% 338

Other funds holding XLRE

Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWM
Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street Real Estate Select Sector SPDR ETF (XLRE) stake by 11% in Q1 2026, buying an estimated $2.48M and bringing the position to 588,063 shares worth $24M. The position accounts for 0.06% of the portfolio, ranked #288.

Carson Wealth (CWM LLC) first reported a position in XLRE in Q3 2016 and has held it in 38 quarters since. 754 funds tracked by Wall St. Rank hold XLRE as of Q1 2026.

  • Carson Wealth (CWM LLC) held 588,063 shares of State Street Real Estate Select Sector SPDR ETF worth $24M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 59,145 State Street Real Estate Select Sector SPDR ETF shares in Q1 2026, an estimated $2.48M.
  • State Street Real Estate Select Sector SPDR ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #288 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Real Estate Select Sector SPDR ETF in Q3 2016 and has held it in 38 quarters since.
  • 754 funds tracked by Wall St. Rank held State Street Real Estate Select Sector SPDR ETF as of Q1 2026.

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