Carson Wealth (CWM LLC)
XLUI

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

Carson Wealth (CWM LLC)’s Portfolio XLUI Stock Details XLUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$32.8K Buy
+1,308
New +$32.2K ﹤0.01% 4097

Other funds holding XLUI

Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
MWM
Moulton Wealth Management Spokane, Washington $152M AUM 21.14% 1-Year Est. Return
WP
WealthShield Partners Cary, North Carolina $898M AUM 19.35% 1-Year Est. Return
POIA
Pin Oak Investment Advisors Houston, Texas $141M AUM 20.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street Utilities Select Sector SPDR Premium Income ETF (XLUI) in Q1 2026: 1,308 shares worth $32.8K. The stake represents ﹤0.01% of the portfolio and ranks #4097 among its holdings.

6 funds tracked by Wall St. Rank hold XLUI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,308 shares of State Street Utilities Select Sector SPDR Premium Income ETF worth $32.8K as of Q1 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
  • State Street Utilities Select Sector SPDR Premium Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4097 holding.
  • 6 funds tracked by Wall St. Rank held State Street Utilities 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.