Carson Wealth (CWM LLC)
XTL icon

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

Carson Wealth (CWM LLC)’s Portfolio XTL Stock Details XTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47M Buy
250,143
+28,508
+13% +$5M 0.12% 162
2025
Q4 		$34M Buy
+221,635
New +$32.9M 0.09% 200

Other funds holding XTL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UOIF
University of Illinois Foundation Champaign, Illinois $560M AUM 40.13% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
FGA
Fortis Group Advisors Westwood, New Jersey $626M AUM 33.6% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its State Street SPDR S&P Telecom ETF (XTL) stake by 13% in Q1 2026, buying an estimated $5M and bringing the position to 250,143 shares worth $47M. The position accounts for 0.12% of the portfolio, ranked #162.

Carson Wealth (CWM LLC) first reported a position in XTL in Q4 2025 and has held it in 2 quarters since. 95 funds tracked by Wall St. Rank hold XTL as of Q1 2026.

  • Carson Wealth (CWM LLC) held 250,143 shares of State Street SPDR S&P Telecom ETF worth $47M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 28,508 State Street SPDR S&P Telecom ETF shares in Q1 2026, an estimated $5M.
  • State Street SPDR S&P Telecom ETF made up 0.12% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #162 holding.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P Telecom ETF in Q4 2025 and has held it in 2 quarters since.
  • 95 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q1 2026.

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