Cornerstone Wealth Management’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Cornerstone Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$213K	Buy	+4,196	New	+$215K	0.01%	705
2025 Q4	–	Sell	-4,772	Closed	-$214K	–	720
2025 Q3	$214K	Sell	4,772 -272	-5%	-$12.3K	0.01%	632
2025 Q2	$221K	Sell	5,044 -26	-0.5%	-$1.1K	0.01%	591
2025 Q1	$218K	Buy	5,070 +2	+0%	+$87	0.01%	562
2024 Q4	$213K	Sell	5,068 -192	-4%	-$8.89K	0.01%	546
2024 Q3	$254K	Buy	5,260 +28	+0.5%	+$1.28K	0.02%	496
2024 Q2	$231K	Buy	5,232 +240	+5%	+$10.8K	0.02%	489
2024 Q1	$232K	Buy	4,992 +2	+0%	+$86	0.02%	488
2023 Q4	$213K	Sell	4,990 -984	-16%	-$39.3K	0.02%	487
2023 Q3	$235K	Buy	5,974 +298	+5%	+$12.2K	0.02%	476
2023 Q2	$235K	Sell	5,676 -992	-15%	-$39.4K	0.02%	451
2023 Q1	$269K	Buy	+6,668	New	+$270K	0.03%	393
2022 Q3	–	Sell	-6,986	Closed	-$257K	–	465
2022 Q2	$257K	Buy	6,986 +242	+4%	+$10.1K	0.03%	381
2022 Q1	$297K	Sell	6,744 -12,784	-65%	-$545K	0.03%	368
2021 Q4	$888K	Buy	19,528 +600	+3%	+$25.9K	0.08%	200
2021 Q3	$749K	Buy	18,928 +732	+4%	+$30.4K	0.08%	215
2021 Q2	$749K	Buy	18,196 +1,980	+12%	+$83.4K	0.08%	224
2021 Q1	$639K	Buy	+16,216	New	+$612K	0.08%	233
2018 Q4	–	Sell	-209,684	Closed	-$1.81M	–	1170
2018 Q3	$1.81M	Buy	209,684 +31,844	+18%	+$939K	0.02%	531
2018 Q2	$1.54M	Buy	+177,840	New	+$5.21M	0.02%	623

Other funds holding XLB

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

TTWM

TCV Trust & Wealth Management Richmond, Virginia $1.32B AUM 24.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RFM

Royal Fund Management Lady Lake, Florida $1.2B AUM 32.21% 1-Year Est. Return

ADEF

Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Cornerstone Wealth Management's XLB Position: Q2 2026 in Review

Cornerstone Wealth Management opened a new position in State Street Materials Select Sector SPDR ETF (XLB) in Q2 2026: 4,196 shares worth $213K. The stake represents 0.01% of the portfolio and ranks #705 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in XLB as recently as Q3 2025.

Cornerstone Wealth Management first reported a position in XLB in Q2 2018 and has held it in 20 quarters since. The position peaked at $1.81M in Q3 2018. 266 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Cornerstone Wealth Management held 4,196 shares of State Street Materials Select Sector SPDR ETF worth $213K as of Q2 2026.
State Street Materials Select Sector SPDR ETF was a new Cornerstone Wealth Management position in Q2 2026.
State Street Materials Select Sector SPDR ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #705 holding.
Cornerstone Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q2 2018 and has held it in 20 quarters since.
Cornerstone Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $1.81M in Q3 2018.
266 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.