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 Q3	$4.04M	Buy	+37,074	New	+$4.26M	0.23%	101
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

Meitav Investment House Bene-Beraq, Israel $15.5B AUM 33.26% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $21.3B AUM 44.31% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.93B AUM 18.7% 1-Year Est. Return

Factory Mutual Insurance Waltham, Massachusetts $11.2B AUM 26.8% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Bar Harbor Wealth Management Concord, New Hampshire $1.82B AUM 24.36% 1-Year Est. Return

Cornerstone Wealth Group's XLY Position: Q3 2026 in Review

Cornerstone Wealth Group opened a new position in State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q3 2026: 37,074 shares worth $4.04M. The stake represents 0.23% of the portfolio and ranks #101 among its holdings. This is a return to the name: Cornerstone Wealth Group previously reported a position in XLY as recently as Q4 2025.

Cornerstone Wealth Group first reported a position in XLY in Q1 2019 and has held it in 10 quarters since. The position peaked at $11.9M in Q3 2019. 573 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

Cornerstone Wealth Group held 37,074 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $4.04M as of Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF was a new Cornerstone Wealth Group position in Q3 2026.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.23% of Cornerstone Wealth Group's portfolio in Q3 2026, its #101 holding.
Cornerstone Wealth Group first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 10 quarters since.
Cornerstone Wealth Group's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $11.9M in Q3 2019.
573 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Wealth Group's 13F filing for Q3 2026, filed 2 Nov 2026.