Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s State Street SPDR S&P Metals & Mining ETF XME Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio XME Stock Details XME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.05M Sell
83,787
-106,069
-56% -$12.4M 0.02% 587
2025
Q4 		$19.7M Buy
189,856
+172,227
+977% +$17M 0.05% 321
2025
Q3 		$1.64M Sell
17,629
-140
-0.8% -$11.2K ﹤0.01% 1178
2025
Q2 		$1.19M Buy
17,769
+6,613
+59% +$393K ﹤0.01% 1164
2025
Q1 		$625K Sell
11,156
-2,695
-19% -$158K ﹤0.01% 1372
2024
Q4 		$786K Buy
13,851
+4,039
+41% +$260K ﹤0.01% 1202
2024
Q3 		$625K Buy
9,812
+2,899
+42% +$174K ﹤0.01% 1235
2024
Q2 		$410K Buy
6,913
+1,041
+18% +$63.7K ﹤0.01% 1271
2024
Q1 		$354K Buy
5,872
+1,400
+31% +$79.9K ﹤0.01% 1260
2023
Q4 		$268K Buy
4,472
+1,725
+63% +$91.3K ﹤0.01% 1295
2023
Q3 		$144K Buy
2,747
+596
+28% +$30.9K ﹤0.01% 1447
2023
Q2 		$109K Buy
2,151
+2,022
+1,567% +$99.3K ﹤0.01% 1525
2023
Q1 		$7K Buy
129
+52
+68% +$2.83K ﹤0.01% 3173
2022
Q4 		$4K Sell
77
-661
-90% -$32.8K ﹤0.01% 3346
2022
Q3 		$31K Buy
738
+682
+1,218% +$32K ﹤0.01% 1952
2022
Q2 		$2K Hold
56
– – ﹤0.01% 3435
2022
Q1 		$3K Hold
56
– – ﹤0.01% 3100
2021
Q4 		$2K Buy
+56
New +$2.45K ﹤0.01% 3203
2021
Q2 		$2K Hold
56
– – ﹤0.01% 2717
2021
Q1 		$2K Hold
56
– – ﹤0.01% 2717
2020
Q4 		$2K Hold
56
– – ﹤0.01% 2716
2020
Q3 		$2K Hold
56
– – ﹤0.01% 2715
2020
Q2 		$2K Hold
56
– – ﹤0.01% 2714
2020
Q1 		$2K Hold
56
– – ﹤0.01% 2714
2019
Q4 		$2K Hold
56
– – ﹤0.01% 2712
2019
Q3 		$2K Hold
56
– – ﹤0.01% 2712
2019
Q2 		$2K Hold
56
– – ﹤0.01% 2711
2019
Q1 		$2K Buy
+56
New +$1.66K ﹤0.01% 2707

Other funds holding XME

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
VU
Vanderbilt University Nashville, Tennessee $728M AUM 24.41% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Carson Wealth (CWM LLC) reduced its State Street SPDR S&P Metals & Mining ETF (XME) stake by 56% in Q1 2026, selling an estimated $12.4M and leaving 83,787 shares worth $9.05M. The position accounts for 0.02% of the portfolio, ranked #587.

Carson Wealth (CWM LLC) first reported a position in XME in Q1 2019 and has held it in 28 quarters since. The position peaked at $19.7M in Q4 2025. 419 funds tracked by Wall St. Rank hold XME as of Q1 2026.

  • Carson Wealth (CWM LLC) held 83,787 shares of State Street SPDR S&P Metals & Mining ETF worth $9.05M as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 106,069 State Street SPDR S&P Metals & Mining ETF shares in Q1 2026, an estimated $12.4M.
  • State Street SPDR S&P Metals & Mining ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #587 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Metals & Mining ETF in Q1 2019 and has held it in 28 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Metals & Mining ETF position peaked at $19.7M in Q4 2025.
  • 419 funds tracked by Wall St. Rank held State Street SPDR S&P Metals & Mining ETF as of Q1 2026.

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