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 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 $1.37T 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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Cornerstone Wealth Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026: 62,548 shares worth $2.81M. The stake represents 0.18% of the portfolio and ranks #115 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in XLU as recently as Q2 2025.

Cornerstone Wealth Group first reported a position in XLU in Q2 2021 and has held it in 10 quarters since. The position peaked at $12.4M in Q4 2023. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Cornerstone Wealth Group held 62,548 shares of State Street Utilities Select Sector SPDR ETF worth $2.81M as of Q1 2026.
State Street Utilities Select Sector SPDR ETF was a new Cornerstone Wealth Group position in Q1 2026.
State Street Utilities Select Sector SPDR ETF made up 0.18% of Cornerstone Wealth Group's portfolio in Q1 2026, its #115 holding.
Cornerstone Wealth Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2021 and has held it in 10 quarters since.
Cornerstone Wealth Group's State Street Utilities Select Sector SPDR ETF position peaked at $12.4M in Q4 2023.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

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