Cornerstone Wealth Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,063
Closed -$244K 721
2025
Q3
$244K Sell
2,063
-328
-14% -$36.5K 0.01% 590
2025
Q2
$260K Sell
2,391
-168
-7% -$16.5K 0.02% 550
2025
Q1
$247K Sell
2,559
-276
-10% -$27.6K 0.02% 520
2024
Q4
$274K Buy
2,835
+2
+0.1% +$191 0.02% 485
2024
Q3
$256K Sell
2,833
-194
-6% -$16.7K 0.02% 494
2024
Q2
$259K Buy
3,027
+361
+14% +$29.7K 0.02% 462
2024
Q1
$218K Buy
+2,666
New +$208K 0.02% 500
2022
Q2
Sell
-4,116
Closed -$283K 488
2022
Q1
$283K Sell
4,116
-13,056
-76% -$920K 0.03% 377
2021
Q4
$1.33M Buy
17,172
+6,731
+64% +$532K 0.13% 153
2021
Q3
$836K Buy
10,441
+513
+5% +$42.5K 0.09% 202
2021
Q2
$804K Buy
9,928
+113
+1% +$8.8K 0.08% 211
2021
Q1
$720K Buy
+9,815
New +$698K 0.09% 213

Other funds holding XLC

Cornerstone Wealth Management's XLC Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of State Street Communication Services Select Sector SPDR ETF (XLC) in Q4 2025, closing a stake of 2,063 shares — an estimated $244K sold.

Cornerstone Wealth Management first reported a position in XLC in Q1 2021 and held it in 12 quarters. The position peaked at $1.33M in Q4 2021. 1,200 funds tracked by Wall St. Rank hold XLC as of Q4 2025.

  • Cornerstone Wealth Management reported no remaining State Street Communication Services Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Cornerstone Wealth Management sold 2,063 State Street Communication Services Select Sector SPDR ETF shares in Q4 2025, an estimated $244K.
  • Cornerstone Wealth Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2021 and held it in 12 quarters.
  • Cornerstone Wealth Management's State Street Communication Services Select Sector SPDR ETF position peaked at $1.33M in Q4 2021.
  • 1,200 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.