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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$32M	Sell	697,503 -686,053	-50%	-$30.8M	0.08%	226
2025 Q4	$59.1M	Buy	1,383,556 +837,488	+153%	+$37.1M	0.16%	123
2025 Q3	$23.8M	Buy	546,068 +78,824	+17%	+$3.33M	0.07%	232
2025 Q2	$19.1M	Sell	467,244 -16,978	-4%	-$676K	0.07%	247
2025 Q1	$19.1M	Buy	484,222 +21,748	+5%	+$850K	0.08%	226
2024 Q4	$17.5M	Buy	462,474 +13,834	+3%	+$549K	0.07%	229
2024 Q3	$18.1M	Buy	448,640 +50,390	+13%	+$1.87M	0.08%	225
2024 Q2	$13.6M	Buy	398,250 +86,610	+28%	+$2.97M	0.06%	249
2024 Q1	$10.2M	Buy	311,640 +37,298	+14%	+$1.16M	0.05%	285
2023 Q4	$8.69M	Buy	274,342 +59,826	+28%	+$1.83M	0.05%	290
2023 Q3	$6.32M	Buy	214,516 +56,928	+36%	+$1.84M	0.04%	320
2023 Q2	$5.16M	Buy	157,588 +29,204	+23%	+$983K	0.03%	334
2023 Q1	$4.34M	Buy	128,384 +4,608	+4%	+$156K	0.03%	347
2022 Q4	$4.36M	Buy	123,776 +80,876	+189%	+$2.75M	0.03%	324
2022 Q3	$1.41M	Sell	42,900 -20,724	-33%	-$759K	0.01%	473
2022 Q2	$2.23M	Buy	63,624 +23,740	+60%	+$859K	0.02%	399
2022 Q1	$1.49M	Buy	39,884 +1,192	+3%	+$41.3K	0.01%	467
2021 Q4	$1.39M	Buy	+38,692	New	+$1.31M	0.01%	517
2021 Q2	$829K	Hold	26,234	–	–	0.01%	596
2021 Q1	$829K	Hold	26,234	–	–	0.01%	596
2020 Q4	$829K	Hold	26,234	–	–	0.01%	596
2020 Q3	$829K	Hold	26,234	–	–	0.01%	596
2020 Q2	$829K	Hold	26,234	–	–	0.01%	596
2020 Q1	$829K	Hold	26,234	–	–	0.01%	596
2019 Q4	$829K	Hold	26,234	–	–	0.01%	596
2019 Q3	$829K	Hold	26,234	–	–	0.01%	596
2019 Q2	$829K	Hold	26,234	–	–	0.01%	596
2019 Q1	$829K	Sell	26,234 -240,114	-90%	-$6.68M	0.01%	596
2018 Q4	$7.05M	Buy	266,348 +180,350	+210%	+$4.9M	0.18%	120
2018 Q3	$2.26M	Sell	85,998 -130	-0.2%	-$3.45K	0.06%	246
2018 Q2	$2.24M	Buy	86,128 +31,268	+57%	+$786K	0.07%	209
2018 Q1	$1.39M	Buy	54,860 +3,998	+8%	+$99.8K	0.06%	206
2017 Q4	$1.34M	Buy	50,862 +18,760	+58%	+$514K	0.06%	210
2017 Q3	$852K	Sell	32,102 -19,234	-37%	-$516K	0.04%	218
2017 Q2	$1.33M	Buy	51,336 +7,826	+18%	+$205K	0.07%	180
2017 Q1	$1.12M	Buy	43,510 +3,564	+9%	+$89K	0.06%	180
2016 Q4	$970K	Buy	39,946 +12,374	+45%	+$295K	0.06%	183
2016 Q3	$675K	Sell	27,572 -21,730	-44%	-$552K	0.05%	192
2016 Q2	$1.29M	Buy	49,302 +15,136	+44%	+$373K	0.09%	164
2016 Q1	$848K	Sell	34,166 -20,646	-38%	-$477K	0.07%	168
2015 Q4	$1.19M	Buy	54,812 +39,730	+263%	+$861K	0.12%	141
2015 Q3	$326K	Buy	+15,082	New	+$325K	0.03%	186
2015 Q1	–	Sell	-21,852	Closed	-$516K	–	193
2014 Q4	$516K	Sell	21,852 -6,674	-23%	-$151K	0.06%	142
2014 Q3	$600K	Sell	28,526 -221,624	-89%	-$4.7M	0.09%	149
2014 Q2	$5.54M	Sell	250,150 -701,978	-74%	-$14.9M	0.99%	33
2014 Q1	$19.7M	Buy	952,128 +178,822	+23%	+$3.53M	2.69%	11
2013 Q4	$14.7M	Buy	773,306 +107,158	+16%	+$2.05M	2.29%	12
2013 Q3	$12.4M	Buy	+666,148	New	+$12.7M	3.27%	3

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 50% in Q1 2026, selling an estimated $30.8M and leaving 697,503 shares worth $32M. The position accounts for 0.08% of the portfolio, ranked #226.

Carson Wealth (CWM LLC) first reported a position in XLU in Q3 2013 and has held it in 48 quarters since. The position peaked at $59.1M in Q4 2025. 1,603 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Carson Wealth (CWM LLC) held 697,503 shares of State Street Utilities Select Sector SPDR ETF worth $32M as of Q1 2026.
Carson Wealth (CWM LLC) sold 686,053 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $30.8M.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #226 holding.
Carson Wealth (CWM LLC) first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2013 and has held it in 48 quarters since.
Carson Wealth (CWM LLC)'s State Street Utilities Select Sector SPDR ETF position peaked at $59.1M in Q4 2025.
1,603 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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