Cornerstone Planning Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$94.9K Buy
595
+82
+16% +$12.2K 0.01% 260
2026
Q1
$74.5K Sell
513
-43
-8% -$6.63K 0.01% 301
2025
Q4
$85.8K Sell
556
-121
-18% -$18.1K 0.01% 232
2025
Q3
$97.7K Buy
677
+60
+10% +$8.12K 0.02% 213
2025
Q2
$81.8K Sell
617
-389
-39% -$52.5K 0.02% 171
2025
Q1
$136K Buy
1,006
+686
+214% +$99.7K 0.03% 117
2024
Q4
$47.2K Sell
320
-341
-52% -$49.9K 0.01% 193
2024
Q3
$98.1K Sell
661
-80
-11% -$12.1K 0.03% 118
2024
Q2
$109K Sell
741
-2
-0.3% -$287 0.03% 128
2024
Q1
$105K Buy
743
+28
+4% +$4.02K 0.03% 114
2023
Q4
$97.5K Buy
715
+190
+36% +$24.7K 0.03% 123
2023
Q3
$67.6K Hold
525
0.03% 147
2023
Q2
$69.7K Buy
+525
New +$69.2K 0.03% 187
2022
Q4
$98.3K Buy
+738
New +$97.8K 0.04% 160

Other funds holding XLV

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

Cornerstone Planning Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 16% in Q2 2026, buying an estimated $12.2K and bringing the position to 595 shares worth $94.9K. The position accounts for 0.01% of the portfolio, ranked #260.

Cornerstone Planning Group first reported a position in XLV in Q4 2022 and has held it in 14 quarters since. The position peaked at $136K in Q1 2025. 1,213 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

  • Cornerstone Planning Group held 595 shares of State Street Health Care Select Sector SPDR ETF worth $94.9K as of Q2 2026.
  • Cornerstone Planning Group bought 82 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $12.2K.
  • State Street Health Care Select Sector SPDR ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #260 holding.
  • Cornerstone Planning Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's State Street Health Care Select Sector SPDR ETF position peaked at $136K in Q1 2025.
  • 1,213 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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