Cornerstone National Bank & Trust’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Cornerstone National Bank & Trust’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	$811K	Sell	18,117 -249	-1%	-$11.3K	0.27%	55
2026 Q1	$847K	Buy	18,366 +302	+2%	+$13.5K	0.31%	53
2025 Q4	$771K	Buy	18,064 +198	+1%	+$8.77K	0.31%	49
2025 Q3	$779K	Buy	17,866 +124	+0.7%	+$5.25K	0.32%	52
2025 Q2	$724K	Buy	17,742 +120	+0.7%	+$4.78K	0.31%	51
2025 Q1	$695K	Sell	17,622 -338	-2%	-$13.2K	0.31%	52
2024 Q4	$680K	Buy	17,960 +414	+2%	+$16.4K	0.31%	51
2024 Q3	$709K	Buy	17,546 +298	+2%	+$11.1K	0.32%	52
2024 Q2	$588K	Sell	17,248 -206	-1%	-$7.08K	0.29%	54
2024 Q1	$573K	Buy	+17,454	New	+$545K	0.29%	54

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 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 $44.6B AUM 28.94% 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

Cornerstone National Bank & Trust's XLU Position: Q2 2026 in Review

Cornerstone National Bank & Trust reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 1.4% in Q2 2026, selling an estimated $11.3K and leaving 18,117 shares worth $811K. The position accounts for 0.27% of the portfolio, ranked #55.

Cornerstone National Bank & Trust first reported a position in XLU in Q1 2024 and has held it in 10 quarters since. The position peaked at $847K in Q1 2026. 750 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cornerstone National Bank & Trust held 18,117 shares of State Street Utilities Select Sector SPDR ETF worth $811K as of Q2 2026.
Cornerstone National Bank & Trust sold 249 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $11.3K.
State Street Utilities Select Sector SPDR ETF made up 0.27% of Cornerstone National Bank & Trust's portfolio in Q2 2026, its #55 holding.
Cornerstone National Bank & Trust first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
Cornerstone National Bank & Trust's State Street Utilities Select Sector SPDR ETF position peaked at $847K in Q1 2026.
750 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone National Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.