Cornerstone Wealth Group’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-49,590	Closed	-$5.92M	–	470
2025 Q4	$5.92M	Buy	+49,590	New	+$5.88M	0.4%	74
2025 Q1	–	Sell	-45,906	Closed	-$5.15M	–	306
2024 Q4	$5.15M	Buy	+45,906	New	+$4.91M	0.42%	63
2024 Q2	–	Sell	-94,560	Closed	-$8.69M	–	264
2024 Q1	$8.69M	Buy	+94,560	New	+$8.42M	0.8%	33
2021 Q2	–	Sell	-23,156	Closed	-$2.06M	–	167
2021 Q1	$2.06M	Buy	23,156 +310	+1%	+$25.8K	0.42%	87
2020 Q4	$1.84M	Buy	+22,846	New	+$1.76M	0.45%	77
2020 Q1	–	Sell	-3,210	Closed	-$201K	–	161
2019 Q4	$201K	Sell	3,210 -193,828	-98%	-$11.8M	0.05%	131
2019 Q3	$11.9M	Buy	197,038 +6,684	+4%	+$403K	2.98%	9
2019 Q2	$11.3M	Sell	190,354 -5,802	-3%	-$340K	3.06%	8
2019 Q1	$11.2M	Buy	+196,156	New	+$10.6M	2.8%	10

Other funds holding XLY

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

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

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

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

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

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

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

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

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

Cornerstone Wealth Group sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q1 2026, closing a stake of 49,590 shares — an estimated $5.92M sold.

Cornerstone Wealth Group first reported a position in XLY in Q1 2019 and held it in 9 quarters. The position peaked at $11.9M in Q3 2019. 1,282 funds tracked by Wall St. Rank hold XLY as of Q1 2026.

Cornerstone Wealth Group reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
Cornerstone Wealth Group sold 49,590 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q1 2026, an estimated $5.92M.
Cornerstone Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and held it in 9 quarters.
Cornerstone Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.9M in Q3 2019.
1,282 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q1 2026.

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