Cornerstone Advisory’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Cornerstone Advisory’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$580K	Sell	10,822 -174	-2%	-$9.04K	0.05%	149
2026 Q1	$543K	Sell	10,996 -325	-3%	-$16.9K	0.05%	147
2025 Q4	$620K	Buy	11,321 +611	+6%	+$32.6K	0.06%	141
2025 Q3	$577K	Buy	10,710 +30	+0.3%	+$1.59K	0.06%	147
2025 Q2	$559K	Buy	10,680 +30	+0.3%	+$1.49K	0.06%	140
2025 Q1	$524K	Sell	10,650 -2,101	-16%	-$105K	0.06%	140
2024 Q4	$660K	Buy	12,751 +46	+0.4%	+$2.22K	0.08%	124
2024 Q3	$576K	Buy	12,705 +40	+0.3%	+$1.75K	0.08%	120
2024 Q2	$521K	Sell	12,665 -994	-7%	-$40.9K	0.07%	124
2024 Q1	$575K	Sell	13,659 -595	-4%	-$23.5K	0.08%	132
2023 Q4	$536K	Sell	14,254 -3,067	-18%	-$106K	0.08%	135
2023 Q3	$575K	Sell	17,321 -2,860	-14%	-$98.6K	0.1%	119
2023 Q2	$680K	Sell	20,181 -3,737	-16%	-$122K	0.12%	108
2023 Q1	$769K	Sell	23,918 -244	-1%	-$8.48K	0.14%	106
2022 Q4	$826K	Sell	24,162 -6,907	-22%	-$234K	0.16%	89
2022 Q3	$943K	Buy	31,069 +62	+0.2%	+$2.05K	0.21%	73
2022 Q2	$975K	Sell	31,007 -11,519	-27%	-$398K	0.22%	75
2022 Q1	$1.63M	Buy	42,526 +4,703	+12%	+$184K	0.25%	65
2021 Q4	$1.48M	Buy	37,823 +4,030	+12%	+$158K	0.21%	78
2021 Q3	$1.27M	Buy	33,793 +18,740	+124%	+$701K	0.21%	85
2021 Q2	$552K	Buy	15,053 +596	+4%	+$21.8K	0.09%	150
2021 Q1	$492K	Buy	14,457 +11	+0.1%	+$353	0.09%	155
2020 Q4	$426K	Sell	14,446 -1,289	-8%	-$34.5K	0.09%	155
2020 Q3	$379K	Sell	15,735 -893	-5%	-$21.7K	0.09%	145
2020 Q2	$385K	Sell	16,628 -2,443	-13%	-$55.5K	0.1%	131
2020 Q1	$397K	Buy	19,071 +659	+4%	+$18.1K	0.12%	105
2019 Q4	$567K	Buy	18,412 +9	+0%	+$264	0.12%	107
2019 Q3	$515K	Sell	18,403 -1,323	-7%	-$36.5K	0.11%	105
2019 Q2	$544K	Sell	19,726 -45,512	-70%	-$1.23M	0.12%	104
2019 Q1	$1.68M	Sell	65,238 -4,499	-6%	-$116K	0.37%	57
2018 Q4	$1.66M	Sell	69,737 -12,834	-16%	-$333K	0.44%	51
2018 Q3	$2.28M	Buy	82,571 +28,625	+53%	+$801K	0.68%	41
2018 Q2	$1.44M	Sell	53,946 -4,100	-7%	-$113K	0.47%	49
2018 Q1	$1.6M	Sell	58,046 -27,335	-32%	-$787K	0.58%	41
2017 Q4	$2.38M	Buy	85,381 +30,099	+54%	+$810K	0.82%	31
2017 Q3	$1.43M	Buy	55,282 +2,862	+5%	+$71.4K	0.48%	44
2017 Q2	$1.29M	Buy	52,420 +43,267	+473%	+$1.03M	0.43%	47
2017 Q1	$217K	Sell	9,153 -668	-7%	-$16K	0.11%	109
2016 Q4	$228K	Buy	+9,821	New	+$211K	0.17%	80

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

IPW

Invictus Private Wealth Denver, Colorado $1.86B AUM 25.51% 1-Year Est. Return

TAS

TIFF Advisory Services Radnor, Pennsylvania $408M AUM 20.34% 1-Year Est. Return

Cornerstone Advisory's XLF Position: Q2 2026 in Review

Cornerstone Advisory reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 1.6% in Q2 2026, selling an estimated $9.04K and leaving 10,822 shares worth $580K. The position accounts for 0.05% of the portfolio, ranked #149.

Cornerstone Advisory first reported a position in XLF in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.38M in Q4 2017. 830 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Cornerstone Advisory held 10,822 shares of State Street Financial Select Sector SPDR ETF worth $580K as of Q2 2026.
Cornerstone Advisory sold 174 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $9.04K.
State Street Financial Select Sector SPDR ETF made up 0.05% of Cornerstone Advisory's portfolio in Q2 2026, its #149 holding.
Cornerstone Advisory first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2016 and has held it in 39 quarters since.
Cornerstone Advisory's State Street Financial Select Sector SPDR ETF position peaked at $2.38M in Q4 2017.
830 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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