Carson Wealth (CWM LLC)’s State Street SPDR S&P Pharmaceuticals ETF XPH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$39.3M	Buy	726,555 +726,355	+363,178%	+$40.5M	0.1%	187
2025 Q4	$11K	Hold	200	–	–	﹤0.01%	4518
2025 Q3	$10K	Hold	200	–	–	﹤0.01%	4502
2025 Q2	$8K	Hold	200	–	–	﹤0.01%	4416
2025 Q1	$9K	Hold	200	–	–	﹤0.01%	4187
2024 Q4	$9K	Hold	200	–	–	﹤0.01%	3958
2024 Q3	$9K	Hold	200	–	–	﹤0.01%	3861
2024 Q2	$8K	Hold	200	–	–	﹤0.01%	3692
2024 Q1	$9K	Hold	200	–	–	﹤0.01%	3427
2023 Q4	$8K	Hold	200	–	–	﹤0.01%	3322
2023 Q3	$8K	Hold	200	–	–	﹤0.01%	3276
2023 Q2	$8K	Hold	200	–	–	﹤0.01%	3242
2023 Q1	$8K	Buy	+200	New	+$8.4K	﹤0.01%	3111
2022 Q4	–	Sell	-1,845	Closed	-$74K	–	4284
2022 Q3	$74K	Buy	+1,845	New	+$78.9K	﹤0.01%	1483

Other funds holding XPH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Pharmaceuticals ETF (XPH) stake by 363,178% in Q1 2026, buying an estimated $40.5M and bringing the position to 726,555 shares worth $39.3M. The position accounts for 0.1% of the portfolio, ranked #187.

Carson Wealth (CWM LLC) first reported a position in XPH in Q3 2022 and has held it in 14 quarters since. 83 funds tracked by Wall St. Rank hold XPH as of Q1 2026.

Carson Wealth (CWM LLC) held 726,555 shares of State Street SPDR S&P Pharmaceuticals ETF worth $39.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 726,355 State Street SPDR S&P Pharmaceuticals ETF shares in Q1 2026, an estimated $40.5M.
State Street SPDR S&P Pharmaceuticals ETF made up 0.1% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #187 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Pharmaceuticals ETF in Q3 2022 and has held it in 14 quarters since.
83 funds tracked by Wall St. Rank held State Street SPDR S&P Pharmaceuticals ETF as of Q1 2026.

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