Cornerstone Planning Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.09M	Buy	18,393 +333	+2%	+$19K	0.14%	69
2026 Q1	$1.07M	Sell	18,060 -585	-3%	-$31.4K	0.14%	71
2025 Q4	$933K	Buy	18,645 +999	+6%	+$44.5K	0.15%	62
2025 Q3	$772K	Buy	17,646 +2,986	+20%	+$131K	0.12%	71
2025 Q2	$627K	Buy	14,660 +1,210	+9%	+$50.4K	0.13%	45
2025 Q1	$546K	Buy	13,450 +158	+1%	+$7.12K	0.13%	40
2024 Q4	$601K	Buy	13,292 +120	+0.9%	+$5.45K	0.15%	38
2024 Q3	$579K	Buy	13,172 +402	+3%	+$18K	0.15%	37
2024 Q2	$552K	Buy	12,770 +230	+2%	+$10.7K	0.16%	43
2024 Q1	$580K	Buy	12,540 +370	+3%	+$15.9K	0.18%	36
2023 Q4	$510K	Buy	12,170 +2,132	+21%	+$91.2K	0.17%	41
2023 Q3	$454K	Buy	10,038 +4,342	+76%	+$190K	0.17%	45
2023 Q2	$231K	Buy	+5,696	New	+$232K	0.09%	82
2022 Q4	$243K	Buy	+5,422	New	+$236K	0.1%	87

Other funds holding XLE

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

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

AIM

Allen Investment Management New York $8.43B AUM 20.31% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

MUFG Bank Tokyo 100-8388,, Japan $3.55B AUM 19.67% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cornerstone Planning Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.8% in Q2 2026, buying an estimated $19K and bringing the position to 18,393 shares worth $1.09M. The position accounts for 0.14% of the portfolio, ranked #69.

Cornerstone Planning Group first reported a position in XLE in Q4 2022 and has held it in 14 quarters since. 1,356 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cornerstone Planning Group held 18,393 shares of State Street Energy Select Sector SPDR ETF worth $1.09M as of Q2 2026.
Cornerstone Planning Group bought 333 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $19K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Cornerstone Planning Group's portfolio in Q2 2026, its #69 holding.
Cornerstone Planning Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
1,356 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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