Cornerstone Planning Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.4K	Buy	770 +69	+10%	+$3.13K	﹤0.01%	491
2026 Q1	$32.5K	Buy	701 +65	+10%	+$2.92K	﹤0.01%	521
2025 Q4	$27.6K	Buy	636 +30	+5%	+$1.33K	﹤0.01%	505
2025 Q3	$1.69K	Sell	606 -30	-5%	-$1.27K	﹤0.01%	1200
2025 Q2	$27.5K	Buy	+636	New	+$25.3K	0.01%	356
2024 Q4	–	Sell	-392	Closed	-$15.5K	–	1499
2024 Q3	$15.5K	Sell	392 -82	-17%	-$3.04K	﹤0.01%	344
2024 Q2	$17.1K	Buy	474 +10	+2%	+$343	﹤0.01%	342
2024 Q1	$15.8K	Sell	464 -320	-41%	-$9.99K	﹤0.01%	328
2023 Q4	$24.8K	Buy	784 +142	+22%	+$4.34K	0.01%	289
2023 Q3	$18.9K	Hold	642	–	–	0.01%	314
2023 Q2	$21K	Buy	+642	New	+$21.6K	0.01%	423
2022 Q4	$36.2K	Buy	+1,052	New	+$35.8K	0.02%	319

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

Cornerstone Planning Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.8% in Q2 2026, buying an estimated $3.13K and bringing the position to 770 shares worth $35.4K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Cornerstone Planning Group first reported a position in XLU in Q4 2022 and has held it in 12 quarters since. The position peaked at $36.2K in Q4 2022. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cornerstone Planning Group held 770 shares of State Street Utilities Select Sector SPDR ETF worth $35.4K as of Q2 2026.
Cornerstone Planning Group bought 69 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13K.
State Street Utilities Select Sector SPDR ETF made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #491 holding.
Cornerstone Planning Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 12 quarters since.
Cornerstone Planning Group's State Street Utilities Select Sector SPDR ETF position peaked at $36.2K in Q4 2022.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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