Cornerstone Planning Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Cornerstone Planning Group increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 8% in Q2 2026, buying an estimated $13.8K and bringing the position to 3,590 shares worth $201K. The position accounts for 0.03% of the portfolio, ranked #172.

Cornerstone Planning Group first reported a position in XLF in Q1 2024 and has held it in 10 quarters since. 1,250 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

• Cornerstone Planning Group held 3,590 shares of State Street Financial Select Sector SPDR ETF worth $201K as of Q2 2026.
• Cornerstone Planning Group bought 265 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $13.8K.
• State Street Financial Select Sector SPDR ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #172 holding.
• Cornerstone Planning Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2024 and has held it in 10 quarters since.
• 1,250 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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