Cornerstone Planning Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$98.2K Sell
900
-122
-12% -$13.9K 0.01% 250
2026
Q1
$118K Sell
1,022
-38
-4% -$4.4K 0.02% 223
2025
Q4
$124K Sell
1,060
-184
-15% -$21.2K 0.02% 188
2025
Q3
$142K Buy
1,244
+183
+17% +$20.3K 0.02% 175
2025
Q2
$114K Sell
1,061
-69
-6% -$6.8K 0.02% 129
2025
Q1
$104K Buy
1,130
+654
+137% +$65.3K 0.02% 138
2024
Q4
$48K Sell
476
-225
-32% -$21.5K 0.01% 189
2024
Q3
$64.7K Sell
701
-117
-14% -$10.1K 0.02% 159
2024
Q2
$67.3K Buy
818
+16
+2% +$1.32K 0.02% 167
2024
Q1
$64.3K Buy
802
+67
+9% +$5.22K 0.02% 150
2023
Q4
$53.4K Buy
735
+184
+33% +$12.7K 0.02% 176
2023
Q3
$36.1K Hold
551
0.01% 218
2023
Q2
$35.9K Buy
+551
New +$33.6K 0.01% 306
2022
Q4
$39.3K Buy
+764
New +$37.4K 0.02% 303

Other funds holding XLC

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

Cornerstone Planning Group reduced its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 12% in Q2 2026, selling an estimated $13.9K and leaving 900 shares worth $98.2K. The position accounts for 0.01% of the portfolio, ranked #250.

Cornerstone Planning Group first reported a position in XLC in Q4 2022 and has held it in 14 quarters since. The position peaked at $142K in Q3 2025. 1,156 funds tracked by Wall St. Rank hold XLC as of Q2 2026.

  • Cornerstone Planning Group held 900 shares of State Street Communication Services Select Sector SPDR ETF worth $98.2K as of Q2 2026.
  • Cornerstone Planning Group sold 122 State Street Communication Services Select Sector SPDR ETF shares in Q2 2026, an estimated $13.9K.
  • State Street Communication Services Select Sector SPDR ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #250 holding.
  • Cornerstone Planning Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's State Street Communication Services Select Sector SPDR ETF position peaked at $142K in Q3 2025.
  • 1,156 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q2 2026.

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