Cornerstone Wealth Group’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$428K	Sell	5,227 -3,156	-38%	-$266K	0.03%	255
2025 Q4	$651K	Sell	8,383 -54	-0.6%	-$4.21K	0.04%	184
2025 Q3	$661K	Sell	8,437 -421	-5%	-$34K	0.04%	174
2025 Q2	$717K	Sell	8,858 -89,306	-91%	-$7.25M	0.05%	156
2025 Q1	$8.02M	Buy	98,164 +87,773	+845%	+$7.01M	0.66%	43
2024 Q4	$817K	Sell	10,391 -60,466	-85%	-$4.91M	0.07%	140
2024 Q3	$5.88M	Sell	70,857 -2,267	-3%	-$182K	0.49%	53
2024 Q2	$5.6M	Sell	73,124 -55,693	-43%	-$4.25M	0.5%	52
2024 Q1	$9.84M	Sell	128,817 -44,534	-26%	-$3.29M	0.9%	26
2023 Q4	$12.5M	Buy	+173,351	New	+$12M	1.79%	10
2023 Q3	–	Sell	-50,708	Closed	-$3.76M	–	157
2023 Q2	$3.76M	Buy	50,708 +307	+0.6%	+$23K	0.68%	58
2023 Q1	$3.77M	Buy	+50,401	New	+$3.69M	0.67%	53
2020 Q3	–	Sell	-25,793	Closed	-$1.51M	–	151
2020 Q2	$1.51M	Sell	25,793 -14,569	-36%	-$850K	0.38%	66
2020 Q1	$2.2M	Buy	+40,362	New	+$2.45M	0.78%	40
2019 Q4	–	Sell	-102,258	Closed	-$6.28M	–	154
2019 Q3	$6.28M	Buy	102,258 +207	+0.2%	+$12.4K	1.58%	15
2019 Q2	$5.93M	Buy	+102,051	New	+$5.84M	1.6%	11

Other funds holding XLP

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

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

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

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

Cornerstone Wealth Group reduced its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 38% in Q1 2026, selling an estimated $266K and leaving 5,227 shares worth $428K. The position accounts for 0.03% of the portfolio, ranked #255.

Cornerstone Wealth Group first reported a position in XLP in Q2 2019 and has held it in 16 quarters since. The position peaked at $12.5M in Q4 2023. 1,247 funds tracked by Wall St. Rank hold XLP as of Q1 2026.

Cornerstone Wealth Group held 5,227 shares of State Street Consumer Staples Select Sector SPDR ETF worth $428K as of Q1 2026.
Cornerstone Wealth Group sold 3,156 State Street Consumer Staples Select Sector SPDR ETF shares in Q1 2026, an estimated $266K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Cornerstone Wealth Group's portfolio in Q1 2026, its #255 holding.
Cornerstone Wealth Group first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2019 and has held it in 16 quarters since.
Cornerstone Wealth Group's State Street Consumer Staples Select Sector SPDR ETF position peaked at $12.5M in Q4 2023.
1,247 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q1 2026.

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