Carson Wealth (CWM LLC)
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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
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$62.9M Buy
2021
Q2 		$5K Hold
2021
Q1 		$5K Hold
2020
Q4 		$5K Hold
2020
Q3 		$5K Hold
2020
Q2 		$5K Hold
2020
Q1 		$5K Hold
2019
Q4 		$5K Hold
2019
Q3 		$5K Hold
2019
Q2 		$5K Hold
2019
Q1 		$5K Buy