Cornerstone Planning Group’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cornerstone Planning Group’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$38K	Buy	747 +632	+550%	+$32.4K	﹤0.01%	472
2026 Q1	$5.93K	Buy	+115	New	+$5.77K	﹤0.01%	1047
2025 Q4	–	Sell	-52	Closed	-$2.24K	–	1854
2025 Q3	$2.24K	Hold	52	–	–	﹤0.01%	1138
2025 Q2	$2.3K	Buy	+52	New	+$2.2K	﹤0.01%	902
2022 Q4	$29.1K	Buy	+718	New	+$27.6K	0.01%	353

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Planning Group's XLB Position: Q2 2026 in Review

Cornerstone Planning Group increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 550% in Q2 2026, buying an estimated $32.4K and bringing the position to 747 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #472.

Cornerstone Planning Group first reported a position in XLB in Q4 2022 and has held it in 5 quarters since. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Cornerstone Planning Group held 747 shares of State Street Materials Select Sector SPDR ETF worth $38K as of Q2 2026.
Cornerstone Planning Group bought 632 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $32.4K.
State Street Materials Select Sector SPDR ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #472 holding.
Cornerstone Planning Group first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2022 and has held it in 5 quarters since.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

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