Carson Wealth (CWM LLC)
XLY icon

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

Carson Wealth (CWM LLC)’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$22.3M Buy
204,369
+40,713
+25% +$4.76M 0.06% 307
2025
Q4 		$19.5M Buy
163,656
+47,478
+41% +$5.63M 0.05% 322
2025
Q3 		$13.9M Buy
116,178
+9,790
+9% +$1.12M 0.04% 370
2025
Q2 		$11.6M Sell
106,388
-2,510
-2% -$257K 0.04% 360
2025
Q1 		$10.8M Sell
108,898
-1,386
-1% -$150K 0.04% 332
2024
Q4 		$12.4M Sell
110,284
-136,558
-55% -$14.6M 0.05% 279
2024
Q3 		$24.7M Buy
246,842
+2,610
+1% +$244K 0.11% 177
2024
Q2 		$22.3M Buy
244,232
+6,180
+3% +$549K 0.11% 184
2024
Q1 		$21.9M Sell
238,052
-276
-0.1% -$24.6K 0.11% 184
2023
Q4 		$21.3M Sell
238,328
-48,876
-17% -$4.05M 0.11% 176
2023
Q3 		$23.1M Buy
287,204
+20,336
+8% +$1.72M 0.14% 143
2023
Q2 		$22.7M Buy
266,868
+93,846
+54% +$7.19M 0.14% 142
2023
Q1 		$12.9M Buy
173,022
+88,814
+105% +$6.37M 0.09% 189
2022
Q4 		$5.44M Buy
84,208
+13,730
+19% +$957K 0.04% 288
2022
Q3 		$5.02M Sell
70,478
-602
-0.8% -$47.1K 0.04% 279
2022
Q2 		$4.89M Sell
71,080
-3,154
-4% -$249K 0.04% 293
2022
Q1 		$6.87M Sell
74,234
-2,204
-3% -$202K 0.05% 264
2021
Q4 		$7.81M Buy
+76,438
New +$7.61M 0.06% 246
2021
Q2 		$7.05M Hold
78,984
– – 0.06% 245
2021
Q1 		$7.05M Hold
78,984
– – 0.06% 245
2020
Q4 		$7.05M Hold
78,984
– – 0.06% 245
2020
Q3 		$7.05M Hold
78,984
– – 0.06% 245
2020
Q2 		$7.05M Hold
78,984
– – 0.06% 245
2020
Q1 		$7.05M Hold
78,984
– – 0.06% 245
2019
Q4 		$7.05M Hold
78,984
– – 0.06% 245
2019
Q3 		$7.05M Hold
78,984
– – 0.06% 245
2019
Q2 		$7.05M Hold
78,984
– – 0.06% 245
2019
Q1 		$7.05M Sell
78,984
-117,670
-60% -$6.38M 0.06% 245
2018
Q4 		$9.73M Buy
196,654
+71,922
+58% +$3.8M 0.24% 88
2018
Q3 		$7.31M Buy
124,732
+74,238
+147% +$4.23M 0.19% 122
2018
Q2 		$2.76M Buy
50,494
+28,596
+131% +$1.51M 0.09% 184
2018
Q1 		$1.11M Buy
21,898
+588
+3% +$30.7K 0.04% 218
2017
Q4 		$1.05M Buy
21,310
+11,218
+111% +$528K 0.05% 221
2017
Q3 		$455K Sell
10,092
-11,600
-53% -$522K 0.02% 259
2017
Q2 		$972K Buy
21,692
+2,058
+10% +$92.2K 0.05% 201
2017
Q1 		$863K Sell
19,634
-26,926
-58% -$1.15M 0.05% 194
2016
Q4 		$1.9M Buy
46,560
+36,248
+352% +$1.46M 0.12% 157
2016
Q3 		$413K Sell
10,312
-13,048
-56% -$526K 0.03% 213
2016
Q2 		$912K Buy
23,360
+17,590
+305% +$692K 0.07% 178
2016
Q1 		$228K Sell
5,770
-45,986
-89% -$1.71M 0.02% 226
2015
Q4 		$2.02M Buy
51,756
+42,058
+434% +$1.67M 0.2% 128
2015
Q3 		$360K Buy
+9,698
New +$373K 0.04% 180
2015
Q2 		– Sell
-6,110
Closed -$230K – 201
2015
Q1 		$230K Buy
+6,110
New +$225K 0.02% 173
2014
Q4 		– Sell
-19,100
Closed -$637K – 198
2014
Q3 		$637K Buy
19,100
+4,106
+27% +$139K 0.09% 146
2014
Q2 		$500K Sell
14,994
-623,920
-98% -$20.2M 0.09% 119
2014
Q1 		$20.7M Buy
638,914
+106,394
+20% +$3.47M 2.82% 8
2013
Q4 		$17.8M Buy
+532,520
New +$16.9M 2.78% 4

Other funds holding XLY

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 25% in Q1 2026, buying an estimated $4.76M and bringing the position to 204,369 shares worth $22.3M. The position accounts for 0.06% of the portfolio, ranked #307.

Carson Wealth (CWM LLC) first reported a position in XLY in Q4 2013 and has held it in 47 quarters since. The position peaked at $24.7M in Q3 2024. 1,287 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

  • Carson Wealth (CWM LLC) held 204,369 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $22.3M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 40,713 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $4.76M.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.06% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #307 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2013 and has held it in 47 quarters since.
  • Carson Wealth (CWM LLC)'s State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $24.7M in Q3 2024.
  • 1,287 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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