Cornerstone Planning Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$269K Buy
1,494
+22
+1% +$3.76K 0.03% 148
2026
Q1
$244K Buy
1,472
+34
+2% +$4.79K 0.03% 153
2025
Q4
$215K Buy
1,438
+1,432
+23,867% +$207K 0.03% 133
2025
Q3
$375 Sell
6
-1,946
-100% -$258K ﹤0.01% 1544
2025
Q2
$254K Buy
1,952
+30
+2% +$3.33K 0.05% 73
2025
Q1
$190K Buy
1,922
+888
+86% +$101K 0.05% 89
2024
Q4
$118K Sell
1,034
-424
-29% -$49.3K 0.03% 104
2024
Q3
$170K Sell
1,458
-156
-10% -$17.1K 0.05% 79
2024
Q2
$160K Buy
1,614
+328
+26% +$34.5K 0.05% 92
2024
Q1
$130K Buy
1,286
+70
+6% +$7.08K 0.04% 98
2023
Q4
$117K Buy
1,216
+246
+25% +$21.9K 0.04% 108
2023
Q3
$79.5K Hold
970
0.03% 127
2023
Q2
$84.3K Buy
+970
New +$76.5K 0.03% 153
2022
Q4
$93.6K Buy
+1,464
New +$93K 0.04% 166

Other funds holding XLK

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

Cornerstone Planning Group increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.5% in Q2 2026, buying an estimated $3.76K and bringing the position to 1,494 shares worth $269K. The position accounts for 0.03% of the portfolio, ranked #148.

Cornerstone Planning Group first reported a position in XLK in Q4 2022 and has held it in 14 quarters since. 2,660 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Cornerstone Planning Group held 1,494 shares of State Street Technology Select Sector SPDR ETF worth $269K as of Q2 2026.
  • Cornerstone Planning Group bought 22 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $3.76K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q2 2026, its #148 holding.
  • Cornerstone Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,660 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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