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
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%	-$9.75K	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	-$9.97M	–	148
2022 Q2	$9.97M	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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Wealth Group's XLC Position: Q4 2025 in Review

Cornerstone Wealth Group sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 1,855 shares — an estimated $220K sold.

Cornerstone Wealth Group first reported a position in XLC in Q3 2021 and held it in 8 quarters. The position peaked at $9.97M in Q2 2022. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

Cornerstone Wealth Group reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Group sold 1,855 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $220K.
Cornerstone Wealth Group first reported a position in State Street Communication Services Select Sector SPDR ETF in Q3 2021 and held it in 8 quarters.
Cornerstone Wealth Group's State Street Communication Services Select Sector SPDR ETF position peaked at $9.97M in Q2 2022.
1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Cornerstone Wealth Group's 13F filing for Q4 2025, filed 26 Jan 2026.