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 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 $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $25.8B AUM 56.51% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cornerstone Financial Group's XLK Position: Q2 2026 in Review

Cornerstone Financial Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 0.13% in Q2 2026, buying an estimated $513 and bringing the position to 2,388 shares worth $455K. The position accounts for 0.28% of the portfolio, ranked #53.

Cornerstone Financial Group first reported a position in XLK in Q4 2024 and has held it in 7 quarters since. 2,110 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cornerstone Financial Group held 2,388 shares of State Street Technology Select Sector SPDR ETF worth $455K as of Q2 2026.
Cornerstone Financial Group bought 3 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $513.
State Street Technology Select Sector SPDR ETF made up 0.28% of Cornerstone Financial Group's portfolio in Q2 2026, its #53 holding.
Cornerstone Financial Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2024 and has held it in 7 quarters since.
2,110 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.