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 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 $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Cornerstone Wealth Group opened a new position in State Street Health Care Select Sector SPDR ETF (XLV) in Q1 2026: 33,529 shares worth $4.89M. The stake represents 0.31% of the portfolio and ranks #90 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in XLV as recently as Q2 2025.

Cornerstone Wealth Group first reported a position in XLV in Q1 2020 and has held it in 15 quarters since. The position peaked at $12.5M in Q4 2023. 1,804 funds tracked by Wall St. Rank hold XLV as of Q1 2026.

Cornerstone Wealth Group held 33,529 shares of State Street Health Care Select Sector SPDR ETF worth $4.89M as of Q1 2026.
State Street Health Care Select Sector SPDR ETF was a new Cornerstone Wealth Group position in Q1 2026.
State Street Health Care Select Sector SPDR ETF made up 0.31% of Cornerstone Wealth Group's portfolio in Q1 2026, its #90 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 15 quarters since.
Cornerstone Wealth Group's State Street Health Care Select Sector SPDR ETF position peaked at $12.5M in Q4 2023.
1,804 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q1 2026.

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