Carson Wealth (CWM LLC)
XSD icon

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

Carson Wealth (CWM LLC)’s Portfolio XSD Stock Details XSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$147K Buy
451
+45
+11% +$15.5K ﹤0.01% 2972
2025
Q4 		$131K Buy
406
+24
+6% +$7.92K ﹤0.01% 2876
2025
Q3 		$122K Sell
382
-1
-0.3% -$283 ﹤0.01% 2825
2025
Q2 		$98K Buy
383
+52
+16% +$11.2K ﹤0.01% 2757
2025
Q1 		$66K Buy
331
+18
+6% +$4.28K ﹤0.01% 2749
2024
Q4 		$78K Buy
313
+70
+29% +$17.2K ﹤0.01% 2460
2024
Q3 		$58K Sell
243
-105
-30% -$24.8K ﹤0.01% 2586
2024
Q2 		$86K Buy
348
+27
+8% +$6.35K ﹤0.01% 2080
2024
Q1 		$75K Sell
321
-3,911
-92% -$863K ﹤0.01% 2049
2023
Q4 		$951K Sell
4,232
-141
-3% -$27.7K 0.01% 826
2023
Q3 		$857K Sell
4,373
-2,987
-41% -$631K 0.01% 804
2023
Q2 		$1.63M Buy
7,360
+1,068
+17% +$211K 0.01% 568
2023
Q1 		$1.31M Sell
6,292
-385
-6% -$75.4K 0.01% 580
2022
Q4 		$1.12M Buy
6,677
+6,507
+3,828% +$1.09M 0.01% 581
2022
Q3 		$26K Buy
170
+5
+3% +$852 ﹤0.01% 2069
2022
Q2 		$25K Hold
165
– – ﹤0.01% 1993
2022
Q1 		$34K Hold
165
– – ﹤0.01% 1796
2021
Q4 		$40K Buy
+165
New +$37.5K ﹤0.01% 1671

Other funds holding XSD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Semiconductor ETF (XSD) stake by 11% in Q1 2026, buying an estimated $15.5K and bringing the position to 451 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #2972.

Carson Wealth (CWM LLC) first reported a position in XSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.63M in Q2 2023. 249 funds tracked by Wall St. Rank hold XSD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 451 shares of State Street SPDR S&P Semiconductor ETF worth $147K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 45 State Street SPDR S&P Semiconductor ETF shares in Q1 2026, an estimated $15.5K.
  • State Street SPDR S&P Semiconductor ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2972 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Semiconductor ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P Semiconductor ETF position peaked at $1.63M in Q2 2023.
  • 249 funds tracked by Wall St. Rank held State Street SPDR S&P Semiconductor ETF as of Q1 2026.

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