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

Cornerstone Advisory’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 Q3	$2.85M	Buy	46,355 +5,605	+14%	+$340K	0.22%	71
2026 Q2	$2.16M	Buy	+40,750	New	+$2.33M	0.18%	81
2025 Q3	–	Sell	-5,694	Closed	-$241K	–	261
2025 Q2	$241K	Buy	+5,694	New	+$237K	0.03%	216
2022 Q1	–	Sell	-7,360	Closed	-$204K	–	795
2021 Q4	$204K	Buy	+7,360	New	+$208K	0.03%	251
2020 Q1	–	Sell	-16,000	Closed	-$480K	–	177
2019 Q4	$480K	Buy	16,000 +4,000	+33%	+$119K	0.1%	115
2019 Q3	$355K	Hold	12,000	–	–	0.08%	125
2019 Q2	$382K	Buy	12,000 +2,312	+24%	+$74K	0.08%	122
2019 Q1	$320K	Hold	9,688	–	–	0.07%	132
2018 Q4	$278K	Hold	9,688	–	–	0.07%	126
2018 Q3	$367K	Hold	9,688	–	–	0.11%	112
2018 Q2	$368K	Hold	9,688	–	–	0.12%	108
2018 Q1	$327K	Hold	9,688	–	–	0.12%	112
2017 Q4	$350K	Sell	9,688 -30	-0.3%	-$1.03K	0.12%	111
2017 Q3	$333K	Buy	9,718 +2,030	+26%	+$66K	0.11%	115
2017 Q2	$250K	Buy	+7,688	New	+$258K	0.08%	127

Other funds holding XLE

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

AIM

Allen Investment Management New York $8.84B AUM 20.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52.7B AUM 16.5% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Cornerstone Advisory's XLE Position: Q3 2026 in Review

Cornerstone Advisory increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 14% in Q3 2026, buying an estimated $340K and bringing the position to 46,355 shares worth $2.85M. The position accounts for 0.22% of the portfolio, ranked #71.

Cornerstone Advisory first reported a position in XLE in Q2 2017 and has held it in 15 quarters since. 1,322 funds tracked by Wall St. Rank hold XLE as of Q3 2026.

Cornerstone Advisory held 46,355 shares of State Street Energy Select Sector SPDR ETF worth $2.85M as of Q3 2026.
Cornerstone Advisory bought 5,605 State Street Energy Select Sector SPDR ETF shares in Q3 2026, an estimated $340K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Cornerstone Advisory's portfolio in Q3 2026, its #71 holding.
Cornerstone Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 15 quarters since.
1,322 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.