Cornerstone Planning Group
XLK icon

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

Cornerstone Planning Group’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$254K Sell
1,278
-216
-14% -$39.9K 0.03% 147
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

Capital Investment Advisors
Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return
Bar Harbor Wealth Management
Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Krilogy Financial
Krilogy Financial St. Louis, Missouri $3.66B AUM 22.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Galvin Gaustad & Stein
Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Cornerstone Planning Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 14% in Q3 2026, selling an estimated $39.9K and leaving 1,278 shares worth $254K. The position accounts for 0.03% of the portfolio, ranked #147.

Cornerstone Planning Group first reported a position in XLK in Q4 2022 and has held it in 15 quarters since. The position peaked at $269K in Q2 2026. 865 funds tracked by Wall St. Rank hold XLK as of Q3 2026.

  • Cornerstone Planning Group held 1,278 shares of State Street Technology Select Sector SPDR ETF worth $254K as of Q3 2026.
  • Cornerstone Planning Group sold 216 State Street Technology Select Sector SPDR ETF shares in Q3 2026, an estimated $39.9K.
  • State Street Technology Select Sector SPDR ETF made up 0.03% of Cornerstone Planning Group's portfolio in Q3 2026, its #147 holding.
  • Cornerstone Planning Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2022 and has held it in 15 quarters since.
  • Cornerstone Planning Group's State Street Technology Select Sector SPDR ETF position peaked at $269K in Q2 2026.
  • 865 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q3 2026.

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