Cornerstone Advisory’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cornerstone Advisory’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$384K	Sell	8,464 -586	-6%	-$26.5K	0.03%	193
2026 Q1	$415K	Sell	9,050 -332	-4%	-$14.9K	0.04%	171
2025 Q4	$401K	Buy	9,382 +852	+10%	+$37.7K	0.04%	169
2025 Q3	$372K	Buy	8,530 +2,180	+34%	+$92.2K	0.04%	173
2025 Q2	$259K	Buy	6,350 +730	+13%	+$29.1K	0.03%	204
2025 Q1	$226K	Buy	+5,620	New	+$220K	0.03%	208
2024 Q3	–	Sell	-26,000	Closed	-$886K	–	224
2024 Q2	$886K	Sell	26,000 -19,480	-43%	-$669K	0.12%	86
2024 Q1	$1.49M	Buy	+45,480	New	+$1.42M	0.21%	68
2023 Q4	–	Sell	-7,480	Closed	-$220K	–	229
2023 Q3	$220K	Buy	+7,480	New	+$241K	0.04%	201
2022 Q2	–	Sell	-132,764	Closed	-$4.94M	–	219
2022 Q1	$4.94M	Sell	132,764 -44,288	-25%	-$1.54M	0.75%	28
2021 Q4	$6.34M	Buy	177,052 +33,506	+23%	+$1.13M	0.91%	21
2021 Q3	$4.58M	Buy	143,546 +53,046	+59%	+$1.77M	0.76%	26
2021 Q2	$2.86M	Buy	+90,500	New	+$2.96M	0.48%	40

Other funds holding XLU

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

PAG

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cornerstone Advisory's XLU Position: Q2 2026 in Review

Cornerstone Advisory reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.5% in Q2 2026, selling an estimated $26.5K and leaving 8,464 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #193.

Cornerstone Advisory first reported a position in XLU in Q2 2021 and has held it in 13 quarters since. The position peaked at $6.34M in Q4 2021. 660 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cornerstone Advisory held 8,464 shares of State Street Utilities Select Sector SPDR ETF worth $384K as of Q2 2026.
Cornerstone Advisory sold 586 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $26.5K.
State Street Utilities Select Sector SPDR ETF made up 0.03% of Cornerstone Advisory's portfolio in Q2 2026, its #193 holding.
Cornerstone Advisory first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 13 quarters since.
Cornerstone Advisory's State Street Utilities Select Sector SPDR ETF position peaked at $6.34M in Q4 2021.
660 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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