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

Cornerstone Financial Group’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 Q3	$443K	Sell	2,261 -127	-5%	-$23.4K	0.26%	55
2026 Q2	$455K	Buy	2,388 +3	+0.1%	+$513	0.28%	53
2026 Q1	$386K	Sell	2,385 -113	-5%	-$15.9K	0.25%	58
2025 Q4	$360K	Sell	2,498 -2	-0.1%	-$289	0.25%	57
2025 Q3	$352K	Buy	2,500 +4	+0.2%	+$530	0.27%	58
2025 Q2	$316K	Buy	2,496 +4	+0.2%	+$444	0.27%	58
2025 Q1	$284K	Sell	2,492 -6	-0.2%	-$680	0.26%	59
2024 Q4	$290K	Buy	+2,498	New	+$291K	0.29%	57

Other funds holding XLK

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Migdal Insurance & Financial Holdings Petach Tikva, Israel $16.3B AUM 54.64% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cornerstone Financial Group's XLK Position: Q3 2026 in Review

Cornerstone Financial Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 5.3% in Q3 2026, selling an estimated $23.4K and leaving 2,261 shares worth $443K. The position accounts for 0.26% of the portfolio, ranked #55.

Cornerstone Financial Group first reported a position in XLK in Q4 2024 and has held it in 8 quarters since. The position peaked at $455K in Q2 2026. 2,226 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

Cornerstone Financial Group held 2,261 shares of State Street Technology Select Sector SPDR ETF worth $443K as of Q3 2026.
Cornerstone Financial Group sold 127 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $23.4K.
State Street Technology Select Sector SPDR ETF made up 0.26% of Cornerstone Financial Group's portfolio in Q3 2026, its #55 holding.
Cornerstone Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 8 quarters since.
Cornerstone Financial Group's State Street Technology Select Sector SPDR ETF position peaked at $455K in Q2 2026.
2,226 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Financial Group's 13F filing for Q3 2026, filed 12 Nov 2026.