Cornerstone Wealth Group’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.76M	Buy	70,810 +1,923	+3%	+$110K	0.22%	106
2026 Q1	$3.85M	Buy	+68,887	New	+$3.7M	0.25%	102
2025 Q4	–	Sell	-110,530	Closed	-$4.94M	–	407
2025 Q3	$4.94M	Sell	110,530 -2,706	-2%	-$118K	0.33%	83
2025 Q2	$4.8M	Buy	+113,236	New	+$4.72M	0.36%	77
2022 Q4	–	Sell	-318,850	Closed	-$11.5M	–	154
2022 Q3	$11.5M	Buy	+318,850	New	+$12.1M	2.54%	9
2021 Q3	–	Sell	-88,808	Closed	-$2.08M	–	166
2021 Q2	$2.08M	Sell	88,808 -32,538	-27%	-$846K	0.43%	74
2021 Q1	$2.89M	Sell	121,346 -25,298	-17%	-$584K	0.59%	68
2020 Q4	$2.78M	Buy	+146,644	New	+$2.53M	0.68%	53

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Cornerstone Wealth Group's XLE Position: Q2 2026 in Review

Cornerstone Wealth Group increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 2.8% in Q2 2026, buying an estimated $110K and bringing the position to 70,810 shares worth $3.76M. The position accounts for 0.22% of the portfolio, ranked #106.

Cornerstone Wealth Group first reported a position in XLE in Q4 2020 and has held it in 8 quarters since. The position peaked at $11.5M in Q3 2022. 2,028 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Cornerstone Wealth Group held 70,810 shares of State Street Energy Select Sector SPDR ETF worth $3.76M as of Q2 2026.
Cornerstone Wealth Group bought 1,923 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $110K.
State Street Energy Select Sector SPDR ETF made up 0.22% of Cornerstone Wealth Group's portfolio in Q2 2026, its #106 holding.
Cornerstone Wealth Group first reported a position in State Street Energy Select Sector SPDR ETF in Q4 2020 and has held it in 8 quarters since.
Cornerstone Wealth Group's State Street Energy Select Sector SPDR ETF position peaked at $11.5M in Q3 2022.
2,028 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.