Cornerstone Advisors’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

Cornerstone Advisors’s Portfolio XLE Stock Details XLE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$90.4M	Sell	1,702,048 -74,095	-4%	-$4.24M	2.98%	7
2026 Q1	$109M	Buy	1,776,143 +346,491	+24%	+$18.6M	4%	5
2025 Q4	$63.9M	Buy	1,429,652 +1,360,052	+1,954%	+$60.6M	2.13%	7
2025 Q3	$3.11M	Sell	69,600 -94,600	-58%	-$4.14M	0.1%	149
2025 Q2	$6.96M	Sell	164,200 -1,800	-1%	-$75K	0.24%	102
2025 Q1	$7.76M	Hold	166,000	–	–	0.33%	68
2024 Q4	$7.11M	Sell	166,000 -182,600	-52%	-$8.3M	0.28%	81
2024 Q3	$15.3M	Buy	348,600 +40,400	+13%	+$1.81M	0.61%	38
2024 Q2	$14M	Sell	308,200 -4,600	-1%	-$214K	0.57%	39
2024 Q1	$14.8M	Buy	312,800 +198,400	+173%	+$8.52M	0.61%	36
2023 Q4	$4.8M	Sell	114,400 -20,000	-15%	-$855K	0.21%	120
2023 Q3	$6.07M	Sell	134,400 -100,600	-43%	-$4.4M	0.28%	95
2023 Q2	$9.54M	Sell	235,000 -185,000	-44%	-$7.54M	0.46%	57
2023 Q1	$17.4M	Hold	420,000	–	–	0.81%	33
2022 Q4	$18.4M	Hold	420,000	–	–	0.91%	29
2022 Q3	$15.1M	Sell	420,000 -100,000	-19%	-$3.78M	0.74%	33
2022 Q2	$18.6M	Sell	520,000 -288,000	-36%	-$11.6M	0.98%	27
2022 Q1	$30.9M	Hold	808,000	–	–	1.82%	10
2021 Q4	$22.4M	Hold	808,000	–	–	1.22%	16
2021 Q3	$21M	Buy	808,000 +340,000	+73%	+$8.42M	1.22%	16
2021 Q2	$12.6M	Sell	468,000 -80,000	-15%	-$2.08M	0.74%	36
2021 Q1	$13.4M	Buy	+548,000	New	+$12.6M	1.18%	19

Other funds holding XLE

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

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cornerstone Advisors's XLE Position: Q2 2026 in Review

Cornerstone Advisors reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 4.2% in Q2 2026, selling an estimated $4.24M and leaving 1,702,048 shares worth $90.4M. The position accounts for 2.98% of the portfolio, ranked #7.

Cornerstone Advisors first reported a position in XLE in Q1 2021 and has held it in 22 quarters since. The position peaked at $109M in Q1 2026. 1,389 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cornerstone Advisors held 1,702,048 shares of State Street Energy Select Sector SPDR ETF worth $90.4M as of Q2 2026.
Cornerstone Advisors sold 74,095 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $4.24M.
State Street Energy Select Sector SPDR ETF made up 2.98% of Cornerstone Advisors's portfolio in Q2 2026, its #7 holding.
Cornerstone Advisors first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2021 and has held it in 22 quarters since.
Cornerstone Advisors's State Street Energy Select Sector SPDR ETF position peaked at $109M in Q1 2026.
1,389 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.