Cornerstone Planning Group
XLC icon

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

Cornerstone Planning Group’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-900
Closed -$98.2K – 1745
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

Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Stonebridge Financial Group (Pennsylvania)
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Asset Advisors Investment Management
Asset Advisors Investment Management Augusta, Georgia $1.14B AUM 11.85% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
TCV Trust & Wealth Management
TCV Trust & Wealth Management Richmond, Virginia $1.29B AUM 16.51% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Cornerstone Planning Group's XLC Position: Q3 2026 in Review

Cornerstone Planning Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026, closing a stake of 900 shares — an estimated $98.2K sold.

Cornerstone Planning Group first reported a position in XLC in Q4 2022 and held it in 14 quarters. The position peaked at $142K in Q3 2025. 273 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

  • Cornerstone Planning Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 900 State Street Communication Services Select Sector SPDR ETF shares in Q3 2026, an estimated $98.2K.
  • Cornerstone Planning Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q4 2022 and held it in 14 quarters.
  • Cornerstone Planning Group's State Street Communication Services Select Sector SPDR ETF position peaked at $142K in Q3 2025.
  • 273 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.