Carson Wealth (CWM LLC)’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$62.9M	Buy	+442,316	New	+$71.3M	0.17%	130
2021 Q2	$5K	Hold	32	–	–	﹤0.01%	2389
2021 Q1	$5K	Hold	32	–	–	﹤0.01%	2389
2020 Q4	$5K	Hold	32	–	–	﹤0.01%	2389
2020 Q3	$5K	Hold	32	–	–	﹤0.01%	2389
2020 Q2	$5K	Hold	32	–	–	﹤0.01%	2385
2020 Q1	$5K	Hold	32	–	–	﹤0.01%	2385
2019 Q4	$5K	Hold	32	–	–	﹤0.01%	2385
2019 Q3	$5K	Hold	32	–	–	﹤0.01%	2385
2019 Q2	$5K	Hold	32	–	–	﹤0.01%	2385
2019 Q1	$5K	Buy	+32	New	+$2.8K	﹤0.01%	2384

Other funds holding XSW

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PLU

Performa Ltd (US) Charleston, South Carolina $620M AUM 19.43% 1-Year Est. Return

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

Carson Wealth (CWM LLC) opened a new position in State Street SPDR S&P Software & Services ETF (XSW) in Q1 2026: 442,316 shares worth $62.9M. The stake represents 0.17% of the portfolio and ranks #130 among its holdings. This is a return to the name: Carson Wealth (CWM LLC) previously reported a position in XSW as recently as Q2 2021.

Carson Wealth (CWM LLC) first reported a position in XSW in Q1 2019 and has held it in 11 quarters since. 113 funds tracked by Wall St. Rank hold XSW as of Q1 2026.

Carson Wealth (CWM LLC) held 442,316 shares of State Street SPDR S&P Software & Services ETF worth $62.9M as of Q1 2026.
State Street SPDR S&P Software & Services ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
State Street SPDR S&P Software & Services ETF made up 0.17% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #130 holding.
Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Software & Services ETF in Q1 2019 and has held it in 11 quarters since.
113 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q1 2026.

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