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 Q3	–	Sell	-770	Closed	-$35.4K	–	1750
2026 Q2	$35.4K	Buy	770 +69	+10%	+$3.12K	﹤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%	-$10K	﹤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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Capital Investment Advisors Atlanta, Georgia $7.74B AUM 15.52% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

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

Cornerstone Planning Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026, closing a stake of 770 shares — an estimated $35.4K sold.

Cornerstone Planning Group first reported a position in XLU in Q4 2022 and held it in 12 quarters. The position peaked at $36.2K in Q4 2022. 424 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Cornerstone Planning Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 770 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $35.4K.
Cornerstone Planning Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 12 quarters.
Cornerstone Planning Group's State Street Utilities Select Sector SPDR ETF position peaked at $36.2K in Q4 2022.
424 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

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