Cornerstone Planning Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113	Sell	1 -343	-100%	-$28.6K	﹤0.01%	1830
2026 Q1	$28.9K	Sell	344 -433	-56%	-$36.5K	﹤0.01%	552
2025 Q4	$64K	Sell	777 -54	-6%	-$4.21K	0.01%	292
2025 Q3	$63.6K	Buy	831 +156	+23%	+$12.6K	0.01%	287
2025 Q2	$54.3K	Sell	675 -209	-24%	-$17K	0.01%	225
2025 Q1	$72.3K	Buy	884 +600	+211%	+$47.9K	0.02%	181
2024 Q4	$22.7K	Sell	284 -98	-26%	-$7.96K	0.01%	290
2024 Q3	$30.7K	Sell	382 -51	-12%	-$4.09K	0.01%	244
2024 Q2	$33.6K	Buy	433 +9	+2%	+$687	0.01%	249
2024 Q1	$32.1K	Sell	424 -158	-27%	-$11.7K	0.01%	229
2023 Q4	$41.9K	Buy	582 +185	+47%	+$12.8K	0.01%	207
2023 Q3	$27.3K	Hold	397	–	–	0.01%	267
2023 Q2	$29.4K	Buy	+397	New	+$29.8K	0.01%	341
2022 Q4	$36.8K	Buy	+511	New	+$37.2K	0.02%	315

Other funds holding XLP

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

SCB

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.75B AUM 28.61% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

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

Cornerstone Planning Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 100% in Q2 2026, selling an estimated $28.6K and leaving 1 share worth $113. The position accounts for ﹤0.01% of the portfolio, ranked #1830.

Cornerstone Planning Group first reported a position in XLP in Q4 2022 and has held it in 14 quarters since. The position peaked at $72.3K in Q1 2025. 798 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Cornerstone Planning Group held 1 share of State Street Consumer Staples Select Sector SPDR ETF worth $113 as of Q2 2026.
Cornerstone Planning Group sold 343 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $28.6K.
State Street Consumer Staples Select Sector SPDR ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #1830 holding.
Cornerstone Planning Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
Cornerstone Planning Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $72.3K in Q1 2025.
798 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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