Cornerstone Advisory’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Cornerstone Advisory’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.32M	Sell	17,451 -1,649	-9%	-$282K	0.28%	62
2026 Q1	$2.54M	Sell	19,100 -468	-2%	-$65.9K	0.24%	66
2025 Q4	$2.82M	Sell	19,568 -1,198	-6%	-$173K	0.27%	62
2025 Q3	$2.93M	Sell	20,766 -456	-2%	-$60.4K	0.29%	59
2025 Q2	$2.69M	Sell	21,222 -36	-0.2%	-$4K	0.29%	57
2025 Q1	$2.27M	Buy	21,258 +212	+1%	+$24K	0.27%	59
2024 Q4	$2.53M	Buy	21,046 +734	+4%	+$85.4K	0.29%	58
2024 Q3	$2.29M	Buy	20,312 +290	+1%	+$31.8K	0.3%	59
2024 Q2	$2.26M	Buy	20,022 +100	+0.5%	+$10.5K	0.32%	58
2024 Q1	$2.07M	Hold	19,922	–	–	0.3%	59
2023 Q4	$1.92M	Buy	19,922 +956	+5%	+$85.1K	0.3%	56
2023 Q3	$1.55M	Sell	18,966 -154	-0.8%	-$13.2K	0.27%	56
2023 Q2	$1.66M	Sell	19,120 -3,540	-16%	-$279K	0.29%	49
2023 Q1	$1.71M	Buy	22,660 +1,616	+8%	+$111K	0.31%	49
2022 Q4	$1.31M	Sell	21,044 -318	-1%	-$20.2K	0.26%	60
2022 Q3	$1.27M	Sell	21,362 -14	-0.1%	-$955	0.28%	57
2022 Q2	$1.36M	Sell	21,376 -5,284	-20%	-$368K	0.31%	53
2022 Q1	$2.12M	Buy	26,660 +68	+0.3%	+$5.34K	0.32%	50
2021 Q4	$2.31M	Sell	26,592 -98	-0.4%	-$8.07K	0.33%	50
2021 Q3	$1.99M	Sell	26,690 -1,000	-4%	-$77.2K	0.33%	51
2021 Q2	$2.04M	Hold	27,690	–	–	0.34%	53
2021 Q1	$1.84M	Hold	27,690	–	–	0.35%	55
2020 Q4	$1.8M	Sell	27,690 -1,400	-5%	-$85.3K	0.36%	57
2020 Q3	$1.7M	Sell	29,090 -3,000	-9%	-$170K	0.4%	55
2020 Q2	$1.68M	Buy	32,090 +7,490	+30%	+$352K	0.44%	51
2020 Q1	$989K	Sell	24,600 -2,120	-8%	-$96.8K	0.3%	62
2019 Q4	$1.22M	Buy	26,720 +3,320	+14%	+$142K	0.25%	67
2019 Q3	$942K	Hold	23,400	–	–	0.2%	73
2019 Q2	$913K	Hold	23,400	–	–	0.2%	74
2019 Q1	$866K	Sell	23,400 -10,000	-30%	-$342K	0.19%	79
2018 Q4	$1.03M	Hold	33,400	–	–	0.27%	68
2018 Q3	$1.26M	Hold	33,400	–	–	0.37%	58
2018 Q2	$1.16M	Sell	33,400 -4,000	-11%	-$137K	0.38%	57
2018 Q1	$1.22M	Hold	37,400	–	–	0.44%	51
2017 Q4	$1.2M	Buy	37,400 +1,080	+3%	+$33.9K	0.41%	51
2017 Q3	$1.07M	Buy	36,320 +320	+0.9%	+$9.22K	0.36%	54
2017 Q2	$985K	Sell	36,000 -6,000	-14%	-$165K	0.33%	59
2017 Q1	$1.12M	Buy	+42,000	New	+$1.08M	0.57%	31

Other funds holding XLK

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

Cornerstone Advisory's XLK Position: Q2 2026 in Review

Cornerstone Advisory reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 8.6% in Q2 2026, selling an estimated $282K and leaving 17,451 shares worth $3.32M. The position accounts for 0.28% of the portfolio, ranked #62.

Cornerstone Advisory first reported a position in XLK in Q1 2017 and has held it in 38 quarters since. 1,239 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cornerstone Advisory held 17,451 shares of State Street Technology Select Sector SPDR ETF worth $3.32M as of Q2 2026.
Cornerstone Advisory sold 1,649 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $282K.
State Street Technology Select Sector SPDR ETF made up 0.28% of Cornerstone Advisory's portfolio in Q2 2026, its #62 holding.
Cornerstone Advisory first reported a position in State Street Technology Select Sector SPDR ETF in Q1 2017 and has held it in 38 quarters since.
1,239 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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