Cornerstone Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$7.15M	Buy	37,552 +1,379	+4%	+$236K	0.31%	79
2026 Q1	$4.81M	Sell	36,173 -2,535	-7%	-$357K	0.24%	99
2025 Q4	$5.57M	Sell	38,708 -2,430	-6%	-$351K	0.29%	84
2025 Q3	$5.8M	Buy	41,138 +436	+1%	+$57.7K	0.32%	77
2025 Q2	$5.15M	Buy	40,702 +4,828	+13%	+$536K	0.31%	78
2025 Q1	$3.7M	Buy	35,874 +1,994	+6%	+$226K	0.25%	94
2024 Q4	$3.94M	Buy	33,880 +398	+1%	+$46.3K	0.27%	87
2024 Q3	$3.78M	Buy	33,482 +514	+2%	+$56.4K	0.27%	87
2024 Q2	$3.73M	Buy	32,968 +1,496	+5%	+$158K	0.29%	83
2024 Q1	$3.28M	Buy	31,472 +1,142	+4%	+$115K	0.27%	88
2023 Q4	$2.92M	Sell	30,330 -156	-0.5%	-$13.9K	0.25%	95
2023 Q3	$2.5M	Buy	30,486 +1,268	+4%	+$109K	0.24%	102
2023 Q2	$2.54M	Sell	29,218 -218	-0.7%	-$17.2K	0.23%	102
2023 Q1	$2.22M	Buy	+29,436	New	+$2.03M	0.22%	105
2022 Q3	$1.68M	Sell	28,332 -2,440	-8%	-$167K	0.19%	111
2022 Q2	$1.96M	Sell	30,772 -578	-2%	-$40.3K	0.22%	99
2022 Q1	$2.49M	Sell	31,350 -25,234	-45%	-$1.98M	0.24%	84
2021 Q4	$4.92M	Buy	56,584 +716	+1%	+$59K	0.47%	44
2021 Q3	$4.17M	Buy	55,868 +3,078	+6%	+$237K	0.44%	52
2021 Q2	$3.9M	Sell	52,790 -7,386	-12%	-$517K	0.41%	52
2021 Q1	$4M	Buy	60,176 +16,534	+38%	+$1.09M	0.47%	43
2020 Q4	$2.84M	Sell	43,642 -1,570	-3%	-$95.6K	0.36%	59
2020 Q3	$2.64M	Sell	45,212 -250	-0.5%	-$14.1K	0.39%	49
2020 Q2	$2.38M	Sell	45,462 -12,306	-21%	-$579K	0.38%	54
2020 Q1	$2.32M	Buy	57,768 +4,102	+8%	+$187K	0.45%	42
2019 Q4	$2.46M	Buy	53,666 +1,800	+3%	+$77K	0.4%	50
2019 Q3	$2.09M	Sell	51,866 -1,458	-3%	-$58.3K	0.37%	54
2019 Q2	$2.09M	Sell	53,324 -536	-1%	-$20.4K	0.38%	55
2019 Q1	$2.59M	Buy	53,860 +1,338	+3%	+$45.8K	0.31%	77
2018 Q4	$1.63M	Sell	52,522 -2,911,510	-98%	-$98.5M	0.35%	61
2018 Q3	$24.7M	Sell	2,964,032 -1,031,880	-26%	-$37.8M	0.31%	68
2018 Q2	$28.5M	Buy	3,995,912 +3,945,432	+7,816%	+$135M	0.32%	67
2018 Q1	$1.61M	Buy	50,480 +1,004	+2%	+$33.7K	0.31%	67
2017 Q4	$1.65M	Buy	49,476 +158	+0.3%	+$4.96K	0.31%	64
2017 Q3	$1.48M	Sell	49,318 -1,840	-4%	-$53K	0.31%	65
2017 Q2	$1.42M	Buy	51,158 +612	+1%	+$16.8K	0.32%	65
2017 Q1	$1.34M	Buy	50,546 +836	+2%	+$21.5K	0.33%	67
2016 Q4	$1.21M	Sell	49,710 -1,422	-3%	-$33.9K	0.39%	53
2016 Q3	$1.21M	Buy	+51,132	New	+$1.19M	0.45%	39

Other funds holding XLK

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

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

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 3.8% in Q2 2026, buying an estimated $236K and bringing the position to 37,552 shares worth $7.15M. The position accounts for 0.31% of the portfolio, ranked #79.

Cornerstone Wealth Management first reported a position in XLK in Q3 2016 and has held it in 39 quarters since. The position peaked at $28.5M in Q2 2018. 764 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

Cornerstone Wealth Management held 37,552 shares of State Street Technology Select Sector SPDR ETF worth $7.15M as of Q2 2026.
Cornerstone Wealth Management bought 1,379 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $236K.
State Street Technology Select Sector SPDR ETF made up 0.31% of Cornerstone Wealth Management's portfolio in Q2 2026, its #79 holding.
Cornerstone Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q3 2016 and has held it in 39 quarters since.
Cornerstone Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $28.5M in Q2 2018.
764 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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