Cornerstone Wealth Group’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.89M	Sell	40,176 -5,594	-12%	-$939K	0.44%	63
2025 Q4	$7.1M	Sell	45,770 -641	-1%	-$98.6K	0.49%	60
2025 Q3	$7.16M	Buy	46,411 +15,086	+48%	+$2.29M	0.48%	55
2025 Q2	$4.62M	Buy	+31,325	New	+$4.27M	0.35%	79
2025 Q1	–	Sell	-28,102	Closed	-$3.7M	–	305
2024 Q4	$3.7M	Buy	+28,102	New	+$3.87M	0.3%	83
2024 Q3	–	Sell	-40,705	Closed	-$4.96M	–	275
2024 Q2	$4.96M	Sell	40,705 -65,878	-62%	-$8.12M	0.44%	57
2024 Q1	$13.4M	Buy	+106,583	New	+$12.5M	1.23%	15
2021 Q3	–	Sell	-37,379	Closed	-$3.73M	–	167
2021 Q2	$3.73M	Buy	37,379 +2,506	+7%	+$257K	0.76%	36
2021 Q1	$3.52M	Sell	34,873 -12,151	-26%	-$1.11M	0.72%	41
2020 Q4	$4.16M	Buy	+47,024	New	+$3.96M	1.02%	22

Other funds holding XLI

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Cornerstone Wealth Group reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 12% in Q1 2026, selling an estimated $939K and leaving 40,176 shares worth $6.89M. The position accounts for 0.44% of the portfolio, ranked #63.

Cornerstone Wealth Group first reported a position in XLI in Q4 2020 and has held it in 10 quarters since. The position peaked at $13.4M in Q1 2024. 1,554 funds tracked by Wall St. Rank hold XLI as of Q1 2026.

Cornerstone Wealth Group held 40,176 shares of State Street Industrial Select Sector SPDR ETF worth $6.89M as of Q1 2026.
Cornerstone Wealth Group sold 5,594 State Street Industrial Select Sector SPDR ETF shares in Q1 2026, an estimated $939K.
State Street Industrial Select Sector SPDR ETF made up 0.44% of Cornerstone Wealth Group's portfolio in Q1 2026, its #63 holding.
Cornerstone Wealth Group first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2020 and has held it in 10 quarters since.
Cornerstone Wealth Group's State Street Industrial Select Sector SPDR ETF position peaked at $13.4M in Q1 2024.
1,554 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q1 2026.

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