Cornerstone Wealth Group’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-83,353	Closed	-$4.57M	–	469
2025 Q4	$4.57M	Buy	83,353 +44,863	+117%	+$2.39M	0.31%	93
2025 Q3	$2.07M	Buy	+38,490	New	+$2.04M	0.14%	111
2022 Q2	–	Sell	-110,993	Closed	-$4.25M	–	157
2022 Q1	$4.25M	Buy	110,993 +3,324	+3%	+$130K	0.78%	41
2021 Q4	$4.2M	Buy	107,669 +6,895	+7%	+$271K	0.72%	43
2021 Q3	$3.78M	Buy	100,774 +35,355	+54%	+$1.32M	0.67%	44
2021 Q2	$2.3M	Buy	65,419 +3,912	+6%	+$143K	0.47%	70
2021 Q1	$2.16M	Buy	+61,507	New	+$1.98M	0.44%	85
2020 Q2	–	Sell	-1,548	Closed	-$32K	–	146
2020 Q1	$32K	Buy	+1,548	New	+$42.6K	0.01%	110

Other funds holding XLF

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cornerstone Wealth Group's XLF Position: Q1 2026 in Review

Cornerstone Wealth Group sold out of State Street Financial Select Sector SPDR ETF (XLF) in Q1 2026, closing a stake of 83,353 shares — an estimated $4.57M sold.

Cornerstone Wealth Group first reported a position in XLF in Q1 2020 and held it in 8 quarters. The position peaked at $4.57M in Q4 2025. 1,846 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Cornerstone Wealth Group reported no remaining State Street Financial Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Group sold 83,353 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $4.57M.
Cornerstone Wealth Group first reported a position in State Street Financial Select Sector SPDR ETF in Q1 2020 and held it in 8 quarters.
Cornerstone Wealth Group's State Street Financial Select Sector SPDR ETF position peaked at $4.57M in Q4 2025.
1,846 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.