Cornerstone Wealth Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.8M	Sell	56,926 -10,732	-16%	-$1.83M	0.64%	37
2026 Q1	$10.5M	Sell	67,658 -5,873	-8%	-$828K	0.67%	36
2025 Q4	$10.6M	Sell	73,531 -2,731	-4%	-$394K	0.72%	36
2025 Q3	$10.7M	Sell	76,262 -1,572	-2%	-$208K	0.73%	32
2025 Q2	$9.85M	Sell	77,834 -4,488	-5%	-$498K	0.74%	34
2025 Q1	$8.5M	Sell	82,322 -33,860	-29%	-$3.84M	0.7%	40
2024 Q4	$13.5M	Sell	116,182 -4,698	-4%	-$547K	1.1%	16
2024 Q3	$13.6M	Sell	120,880 -4,464	-4%	-$490K	1.13%	19
2024 Q2	$14.2M	Sell	125,344 -5,886	-4%	-$620K	1.26%	16
2024 Q1	$13.7M	Buy	131,230 +1,834	+1%	+$185K	1.26%	14
2023 Q4	$12.5M	Buy	129,396 +86,072	+199%	+$7.66M	1.78%	12
2023 Q3	$3.55M	Buy	+43,324	New	+$3.72M	0.63%	57

Other funds holding XLK

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 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

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

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

Cornerstone Wealth Group reduced its State Street Technology Select Sector SPDR ETF (XLK) stake by 16% in Q2 2026, selling an estimated $1.83M and leaving 56,926 shares worth $10.8M. The position accounts for 0.64% of the portfolio, ranked #37.

Cornerstone Wealth Group first reported a position in XLK in Q3 2023 and has held it in 12 quarters since. The position peaked at $14.2M in Q2 2024. 2,654 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cornerstone Wealth Group held 56,926 shares of State Street Technology Select Sector SPDR ETF worth $10.8M as of Q2 2026.
Cornerstone Wealth Group sold 10,732 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $1.83M.
State Street Technology Select Sector SPDR ETF made up 0.64% of Cornerstone Wealth Group's portfolio in Q2 2026, its #37 holding.
Cornerstone Wealth Group first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2023 and has held it in 12 quarters since.
Cornerstone Wealth Group's State Street Technology Select Sector SPDR ETF position peaked at $14.2M in Q2 2024.
2,654 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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