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
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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cornerstone Advisory's XLE Position: Q3 2025 in Review

Cornerstone Advisory sold out of State Street Energy Select Sector SPDR ETF (XLE) in Q3 2025, closing a stake of 5,694 shares — an estimated $241K sold.

Cornerstone Advisory first reported a position in XLE in Q2 2017 and held it in 13 quarters. The position peaked at $480K in Q4 2019. 1,736 funds tracked by Wall St. Rank hold XLE as of Q3 2025.

Cornerstone Advisory reported no remaining State Street Energy Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
Cornerstone Advisory sold 5,694 State Street Energy Select Sector SPDR ETF shares in Q3 2025, an estimated $241K.
Cornerstone Advisory first reported a position in State Street Energy Select Sector SPDR ETF in Q2 2017 and held it in 13 quarters.
Cornerstone Advisory's State Street Energy Select Sector SPDR ETF position peaked at $480K in Q4 2019.
1,736 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q3 2025.

Based on Cornerstone Advisory's 13F filing for Q3 2025, filed 7 Nov 2025.