Cornerstone Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.76M	Buy	45,024 +654	+1%	+$35.1K	0.14%	151
2025 Q4	$1.98M	Buy	44,370 +1,356	+3%	+$60.4K	0.1%	185
2025 Q3	$1.92M	Sell	43,014 -294	-0.7%	-$12.9K	0.11%	178
2025 Q2	$1.84M	Buy	43,308 +1,432	+3%	+$59.6K	0.11%	164
2025 Q1	$1.96M	Buy	41,876 +846	+2%	+$38.1K	0.13%	150
2024 Q4	$1.76M	Buy	41,030 +2,686	+7%	+$122K	0.12%	157
2024 Q3	$1.68M	Sell	38,344 -13,368	-26%	-$598K	0.12%	156
2024 Q2	$2.36M	Buy	51,712 +3,336	+7%	+$155K	0.18%	118
2024 Q1	$2.28M	Buy	48,376 +2,498	+5%	+$107K	0.18%	120
2023 Q4	$1.92M	Sell	45,878 -408	-0.9%	-$17.4K	0.17%	126
2023 Q3	$2.09M	Buy	46,286 +2,440	+6%	+$107K	0.2%	115
2023 Q2	$1.78M	Sell	43,846 -5,356	-11%	-$218K	0.16%	128
2023 Q1	$2.04M	Buy	+49,202	New	+$2.1M	0.2%	111
2022 Q3	$1.6M	Sell	44,574 -1,880	-4%	-$71.1K	0.18%	116
2022 Q2	$1.66M	Buy	46,454 +18,376	+65%	+$737K	0.18%	113
2022 Q1	$1.07M	Buy	28,078 +10,970	+64%	+$380K	0.1%	169
2021 Q4	$473K	Buy	17,108 +2,760	+19%	+$78K	0.05%	295
2021 Q3	$374K	Sell	14,348 -17,730	-55%	-$439K	0.04%	318
2021 Q2	$864K	Buy	32,078 +2,222	+7%	+$57.8K	0.09%	202
2021 Q1	$732K	Buy	+29,856	New	+$689K	0.09%	208
2020 Q4	–	Sell	-13,406	Closed	-$201K	–	437
2020 Q3	$201K	Buy	13,406 +612	+5%	+$10.9K	0.03%	369
2020 Q2	$242K	Buy	+12,794	New	+$238K	0.04%	315
2020 Q1	–	Sell	-9,070	Closed	-$272K	–	384
2019 Q4	$272K	Sell	9,070 -5,468	-38%	-$162K	0.04%	282
2019 Q3	$430K	Sell	14,538 -3,740	-20%	-$113K	0.08%	227
2019 Q2	$578K	Sell	18,278 -2,080	-10%	-$66.6K	0.1%	192
2019 Q1	$3.2M	Sell	20,358 -3,792	-16%	-$122K	0.39%	57
2018 Q4	$693K	Sell	24,150 -726,110	-97%	-$24.3M	0.15%	146
2018 Q3	$5.5M	Sell	750,260 -1,295,010	-63%	-$48.6M	0.07%	273
2018 Q2	$13.7M	Buy	2,045,270 +2,032,006	+15,320%	+$75.5M	0.15%	144
2018 Q1	$448K	Buy	13,264 +2,820	+27%	+$99.8K	0.09%	241
2017 Q4	$393K	Sell	10,444 -556	-5%	-$19.1K	0.07%	260
2017 Q3	$381K	Sell	11,000 -2,400	-18%	-$78.1K	0.08%	250
2017 Q2	$431K	Sell	13,400 -5,854	-30%	-$197K	0.1%	210
2017 Q1	$680K	Buy	19,254 +2,978	+18%	+$108K	0.17%	122
2016 Q4	$620K	Buy	16,276 +570	+4%	+$20.6K	0.2%	106
2016 Q3	$549K	Buy	+15,706	New	+$538K	0.2%	106

Other funds holding XLE

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Cornerstone Wealth Management's XLE Position: Q1 2026 in Review

Cornerstone Wealth Management increased its State Street Energy Select Sector SPDR ETF (XLE) stake by 1.5% in Q1 2026, buying an estimated $35.1K and bringing the position to 45,024 shares worth $2.76M. The position accounts for 0.14% of the portfolio, ranked #151.

Cornerstone Wealth Management first reported a position in XLE in Q3 2016 and has held it in 36 quarters since. The position peaked at $13.7M in Q2 2018. 2,102 funds tracked by Wall St. Rank hold XLE as of Q1 2026.

Cornerstone Wealth Management held 45,024 shares of State Street Energy Select Sector SPDR ETF worth $2.76M as of Q1 2026.
Cornerstone Wealth Management bought 654 State Street Energy Select Sector SPDR ETF shares in Q1 2026, an estimated $35.1K.
State Street Energy Select Sector SPDR ETF made up 0.14% of Cornerstone Wealth Management's portfolio in Q1 2026, its #151 holding.
Cornerstone Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q3 2016 and has held it in 36 quarters since.
Cornerstone Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $13.7M in Q2 2018.
2,102 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.