Cornerstone Planning Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$58.3K Sell
511
-2
-0.4% -$233 0.01% 367
2026
Q1
$60.5K Sell
513
-23
-4% -$2.69K 0.01% 360
2025
Q4
$65.2K Sell
536
-442
-45% -$52.4K 0.01% 287
2025
Q3
$114K Buy
978
+154
+19% +$17.6K 0.02% 201
2025
Q2
$90.2K Sell
824
-8
-1% -$818 0.02% 153
2025
Q1
$79.2K Buy
832
+430
+107% +$46.6K 0.02% 174
2024
Q4
$46.5K Sell
402
-82
-17% -$8.77K 0.01% 196
2024
Q3
$48.5K Sell
484
-52
-10% -$4.86K 0.01% 195
2024
Q2
$45.7K Buy
536
+10
+2% +$888 0.01% 211
2024
Q1
$46.6K Buy
526
+40
+8% +$3.56K 0.01% 181
2023
Q4
$43.5K Buy
486
+104
+27% +$8.61K 0.01% 201
2023
Q3
$30.7K Hold
382
0.01% 249
2023
Q2
$32.4K Buy
+382
New +$29.2K 0.01% 327
2022
Q4
$33.5K Buy
+494
New +$34.4K 0.01% 330

Other funds holding XLY

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

Cornerstone Planning Group reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.39% in Q2 2026, selling an estimated $233 and leaving 511 shares worth $58.3K. The position accounts for 0.01% of the portfolio, ranked #367.

Cornerstone Planning Group first reported a position in XLY in Q4 2022 and has held it in 14 quarters since. The position peaked at $114K in Q3 2025. 862 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

  • Cornerstone Planning Group held 511 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $58.3K as of Q2 2026.
  • Cornerstone Planning Group sold 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #367 holding.
  • Cornerstone Planning Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
  • Cornerstone Planning Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $114K in Q3 2025.
  • 862 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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