Cornerstone Wealth Group’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Cornerstone Wealth Group’s Portfolio XLC Stock Details XLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.96M	Buy	+35,693	New	+$3.97M	0.22%	105
2025 Q4	–	Sell	-1,855	Closed	-$220K	–	408
2025 Q3	$220K	Sell	1,855 -207	-10%	-$23K	0.01%	318
2025 Q2	$224K	Sell	2,062 -99	-5%	-$9.8K	0.02%	293
2025 Q1	$208K	Sell	2,161 -50,514	-96%	-$5.04M	0.02%	273
2024 Q4	$5.1M	Buy	+52,675	New	+$5.02M	0.42%	65
2023 Q4	–	Sell	-55,274	Closed	-$3.62M	–	159
2023 Q3	$3.62M	Buy	55,274 +437	+0.8%	+$29.1K	0.64%	53
2023 Q2	$3.57M	Buy	+54,837	New	+$3.34M	0.65%	62
2022 Q3	–	Sell	-183,725	Closed	-$10M	–	148
2022 Q2	$10M	Buy	+183,725	New	+$11.1M	2.09%	13
2021 Q4	–	Sell	-27,472	Closed	-$2.2M	–	167
2021 Q3	$2.2M	Buy	+27,472	New	+$2.27M	0.39%	80

Other funds holding XLC

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

J. Safra Asset Management New York $2.3B AUM 21.55% 1-Year Est. Return

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

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

AGF Management Toronto, Ontario, Canada $24.5B AUM 50.2% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Cornerstone Wealth Group's XLC Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in State Street Communication Services Select Sector SPDR ETF (XLC) in Q3 2026: 35,693 shares worth $3.96M. The stake represents 0.22% of the portfolio and ranks #105 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in XLC as recently as Q3 2025.

Cornerstone Wealth Group first reported a position in XLC in Q3 2021 and has held it in 9 quarters since. The position peaked at $10M in Q2 2022. 659 funds tracked by Wall St. Rank hold XLC as of Q3 2026.

Cornerstone Wealth Group held 35,693 shares of State Street Communication Services Select Sector SPDR ETF worth $3.96M as of Q3 2026.
State Street Communication Services Select Sector SPDR ETF was a new Cornerstone Wealth Group position in Q3 2026.
State Street Communication Services Select Sector SPDR ETF made up 0.22% of Cornerstone Wealth Group's portfolio in Q3 2026, its #105 holding.
Cornerstone Wealth Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and has held it in 9 quarters since.
Cornerstone Wealth Group's State Street Communication Services Select Sector SPDR ETF position peaked at $10M in Q2 2022.
659 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.