Cornerstone Wealth Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.96M	Buy	65,340 +2,792	+4%	+$126K	0.18%	117
2026 Q1	$2.81M	Buy	+62,548	New	+$2.81M	0.18%	115
2025 Q3	–	Sell	-181,780	Closed	-$7.42M	–	364
2025 Q2	$7.42M	Sell	181,780 -10,422	-5%	-$415K	0.56%	49
2025 Q1	$7.58M	Buy	+192,202	New	+$7.51M	0.63%	47
2024 Q4	–	Sell	-129,982	Closed	-$5.25M	–	291
2024 Q3	$5.25M	Sell	129,982 -135,088	-51%	-$5.01M	0.43%	58
2024 Q2	$9.03M	Buy	+265,070	New	+$9.1M	0.8%	29
2024 Q1	–	Sell	-392,506	Closed	-$12.4M	–	252
2023 Q4	$12.4M	Buy	+392,506	New	+$12M	1.78%	13
2023 Q2	–	Sell	-106,116	Closed	-$3.59M	–	161
2023 Q1	$3.59M	Buy	+106,116	New	+$3.6M	0.64%	59
2022 Q1	–	Sell	-265,182	Closed	-$9.49M	–	169
2021 Q4	$9.49M	Buy	265,182 +246,018	+1,284%	+$8.3M	1.62%	17
2021 Q3	$612K	Buy	19,164 +50	+0.3%	+$1.67K	0.11%	110
2021 Q2	$623K	Buy	+19,114	New	+$626K	0.13%	104

Other funds holding XLU

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

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

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

Cornerstone Wealth Group increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 4.5% in Q2 2026, buying an estimated $126K and bringing the position to 65,340 shares worth $2.96M. The position accounts for 0.18% of the portfolio, ranked #117.

Cornerstone Wealth Group first reported a position in XLU in Q2 2021 and has held it in 11 quarters since. The position peaked at $12.4M in Q4 2023. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Cornerstone Wealth Group held 65,340 shares of State Street Utilities Select Sector SPDR ETF worth $2.96M as of Q2 2026.
Cornerstone Wealth Group bought 2,792 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $126K.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Cornerstone Wealth Group's portfolio in Q2 2026, its #117 holding.
Cornerstone Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 11 quarters since.
Cornerstone Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $12.4M in Q4 2023.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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