Cornerstone Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Buy	11,310 +1,617	+17%	+$281K	0.09%	209
2026 Q1	$1.57M	Sell	9,693 -5,821	-38%	-$977K	0.08%	231
2025 Q4	$2.41M	Sell	15,514 -625	-4%	-$96.2K	0.13%	159
2025 Q3	$2.49M	Sell	16,139 -310	-2%	-$47K	0.14%	144
2025 Q2	$2.43M	Sell	16,449 -382	-2%	-$52.1K	0.15%	134
2025 Q1	$2.21M	Buy	16,831 +127	+0.8%	+$17.2K	0.15%	136
2024 Q4	$2.2M	Buy	16,704 +58	+0.3%	+$8K	0.15%	138
2024 Q3	$2.25M	Sell	16,646 -716	-4%	-$91K	0.16%	131
2024 Q2	$2.12M	Buy	17,362 +667	+4%	+$82.2K	0.16%	127
2024 Q1	$2.1M	Sell	16,695 -365	-2%	-$43K	0.17%	126
2023 Q4	$1.94M	Sell	17,060 -141	-0.8%	-$14.8K	0.17%	125
2023 Q3	$1.74M	Buy	17,201 +1,460	+9%	+$156K	0.16%	128
2023 Q2	$1.69M	Sell	15,741 -897	-5%	-$90.3K	0.15%	134
2023 Q1	$1.68M	Buy	+16,638	New	+$1.67M	0.17%	126
2022 Q3	$1.42M	Buy	17,147 +128	+0.8%	+$11.8K	0.16%	125
2022 Q2	$1.49M	Sell	17,019 -428	-2%	-$40.3K	0.16%	123
2022 Q1	$1.8M	Sell	17,447 -10,881	-38%	-$1.11M	0.17%	120
2021 Q4	$2.99M	Sell	28,328 -1,279	-4%	-$133K	0.29%	83
2021 Q3	$2.9M	Sell	29,607 -3,054	-9%	-$314K	0.31%	76
2021 Q2	$3.34M	Buy	32,661 +325	+1%	+$33.3K	0.35%	66
2021 Q1	$3.18M	Buy	32,336 +11,437	+55%	+$1.05M	0.38%	59
2020 Q4	$1.85M	Buy	20,899 +2,344	+13%	+$198K	0.23%	94
2020 Q3	$1.43M	Buy	18,555 +1,081	+6%	+$80.9K	0.21%	94
2020 Q2	$1.2M	Buy	17,474 +1,766	+11%	+$115K	0.19%	106
2020 Q1	$927K	Buy	15,708 +4,344	+38%	+$327K	0.18%	112
2019 Q4	$926K	Sell	11,364 -569	-5%	-$45.4K	0.15%	137
2019 Q3	$926K	Sell	11,933 -1,045	-8%	-$80.2K	0.16%	135
2019 Q2	$1.01M	Buy	12,978 +2,232	+21%	+$170K	0.18%	118
2019 Q1	$3.58M	Buy	10,746 +381	+4%	+$27.6K	0.43%	44
2018 Q4	$672K	Sell	10,365 -344,445	-97%	-$24.4M	0.14%	149
2018 Q3	$4.95M	Sell	354,810 -363,434	-51%	-$27.7M	0.06%	291
2018 Q2	$10M	Buy	718,244 +708,260	+7,094%	+$52.5M	0.11%	191
2018 Q1	$729K	Buy	9,984 +1,817	+22%	+$140K	0.14%	146
2017 Q4	$642K	Buy	8,167 +3,222	+65%	+$234K	0.12%	168
2017 Q3	$359K	Buy	4,945 +461	+10%	+$31.7K	0.07%	260
2017 Q2	$309K	Buy	4,484 +436	+11%	+$29.1K	0.07%	279
2017 Q1	$263K	Buy	+4,048	New	+$262K	0.07%	275

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street Industrial Select Sector SPDR ETF (XLI) stake by 17% in Q2 2026, buying an estimated $281K and bringing the position to 11,310 shares worth $2.09M. The position accounts for 0.09% of the portfolio, ranked #209.

Cornerstone Wealth Management first reported a position in XLI in Q1 2017 and has held it in 37 quarters since. The position peaked at $10M in Q2 2018. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Cornerstone Wealth Management held 11,310 shares of State Street Industrial Select Sector SPDR ETF worth $2.09M as of Q2 2026.
Cornerstone Wealth Management bought 1,617 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $281K.
State Street Industrial Select Sector SPDR ETF made up 0.09% of Cornerstone Wealth Management's portfolio in Q2 2026, its #209 holding.
Cornerstone Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q1 2017 and has held it in 37 quarters since.
Cornerstone Wealth Management's State Street Industrial Select Sector SPDR ETF position peaked at $10M in Q2 2018.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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