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 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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cornerstone Advisory's XLE Position: Q2 2026 in Review

Cornerstone Advisory opened a new position in State Street Energy Select Sector SPDR ETF (XLE) in Q2 2026: 40,750 shares worth $2.16M. The stake represents 0.18% of the portfolio and ranks #81 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in XLE as recently as Q2 2025.

Cornerstone Advisory first reported a position in XLE in Q2 2017 and has held it in 14 quarters since. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cornerstone Advisory held 40,750 shares of State Street Energy Select Sector SPDR ETF worth $2.16M as of Q2 2026.
State Street Energy Select Sector SPDR ETF was a new Cornerstone Advisory position in Q2 2026.
State Street Energy Select Sector SPDR ETF made up 0.18% of Cornerstone Advisory's portfolio in Q2 2026, its #81 holding.
Cornerstone Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and has held it in 14 quarters since.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.