Cornerstone Wealth Group’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.49M	Buy	40,928 +7,399	+22%	+$1.1M	0.38%	76
2026 Q1	$4.89M	Buy	+33,529	New	+$5.17M	0.31%	90
2025 Q3	–	Sell	-33,047	Closed	-$4.45M	–	365
2025 Q2	$4.45M	Sell	33,047 -16,973	-34%	-$2.29M	0.33%	82
2025 Q1	$7.3M	Buy	+50,020	New	+$7.27M	0.6%	50
2024 Q4	–	Sell	-47,170	Closed	-$7.27M	–	292
2024 Q3	$7.27M	Sell	47,170 -1,258	-3%	-$191K	0.6%	39
2024 Q2	$7.06M	Sell	48,428 -9,840	-17%	-$1.41M	0.63%	38
2024 Q1	$8.61M	Sell	58,268 -33,044	-36%	-$4.74M	0.79%	35
2023 Q4	$12.5M	Buy	91,312 +63,331	+226%	+$8.24M	1.78%	11
2023 Q3	$3.6M	Sell	27,981 -39	-0.1%	-$5.18K	0.64%	54
2023 Q2	$3.72M	Buy	28,020 +367	+1%	+$48.4K	0.67%	59
2023 Q1	$3.58M	Buy	+27,653	New	+$3.61M	0.64%	60
2022 Q2	–	Sell	-39,123	Closed	-$5.36M	–	158
2022 Q1	$5.36M	Buy	39,123 +854	+2%	+$113K	0.98%	25
2021 Q4	$5.39M	Buy	38,269 +2,606	+7%	+$346K	0.92%	32
2021 Q3	$4.54M	Buy	35,663 +1,566	+5%	+$207K	0.8%	31
2021 Q2	$4.34M	Buy	+34,097	New	+$4.18M	0.89%	28
2020 Q2	–	Sell	-24,606	Closed	-$2.18M	–	148
2020 Q1	$2.18M	Buy	+24,606	New	+$2.39M	0.77%	42

Other funds holding XLV

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

Cornerstone Wealth Group increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 22% in Q2 2026, buying an estimated $1.1M and bringing the position to 40,928 shares worth $6.49M. The position accounts for 0.38% of the portfolio, ranked #76.

Cornerstone Wealth Group first reported a position in XLV in Q1 2020 and has held it in 16 quarters since. The position peaked at $12.5M in Q4 2023. 1,856 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Cornerstone Wealth Group held 40,928 shares of State Street Health Care Select Sector SPDR ETF worth $6.49M as of Q2 2026.
Cornerstone Wealth Group bought 7,399 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $1.1M.
State Street Health Care Select Sector SPDR ETF made up 0.38% of Cornerstone Wealth Group's portfolio in Q2 2026, its #76 holding.
Cornerstone Wealth Group first reported a position in State Street Health Care Select Sector SPDR ETF in Q1 2020 and has held it in 16 quarters since.
Cornerstone Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $12.5M in Q4 2023.
1,856 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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