Cornerstone Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$642K	Buy	7,725 +31	+0.4%	+$2.59K	0.03%	431
2026 Q1	$631K	Sell	7,694 -387	-5%	-$32.6K	0.03%	396
2025 Q4	$628K	Buy	8,081 +5,085	+170%	+$397K	0.03%	371
2025 Q3	$235K	Sell	2,996 -313	-9%	-$25.3K	0.01%	600
2025 Q2	$268K	Sell	3,309 -69	-2%	-$5.6K	0.02%	541
2025 Q1	$276K	Buy	3,378 +3	+0.1%	+$239	0.02%	495
2024 Q4	$265K	Sell	3,375 -89	-3%	-$7.23K	0.02%	492
2024 Q3	$288K	Sell	3,464 -909	-21%	-$73K	0.02%	464
2024 Q2	$335K	Buy	4,373 +990	+29%	+$75.5K	0.03%	413
2024 Q1	$258K	Hold	3,383	–	–	0.02%	467
2023 Q4	$244K	Buy	3,383 +23	+0.7%	+$1.59K	0.02%	457
2023 Q3	$231K	Sell	3,360 -16	-0.5%	-$1.17K	0.02%	480
2023 Q2	$250K	Buy	+3,376	New	+$253K	0.02%	437
2021 Q4	–	Sell	-3,662	Closed	-$252K	–	520
2021 Q3	$252K	Sell	3,662 -408	-10%	-$29.1K	0.03%	392
2021 Q2	$285K	Buy	+4,070	New	+$285K	0.03%	372
2018 Q4	–	Sell	-104,422	Closed	-$1.95M	–	1171
2018 Q3	$1.95M	Buy	104,422 +69,710	+201%	+$3.74M	0.02%	503
2018 Q2	$678K	Buy	+34,712	New	+$1.76M	0.01%	905

Other funds holding XLP

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

CCA

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

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

TAM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.38B AUM 30.57% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Cornerstone Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.4% in Q2 2026, buying an estimated $2.59K and bringing the position to 7,725 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #431.

Cornerstone Wealth Management first reported a position in XLP in Q2 2018 and has held it in 17 quarters since. The position peaked at $1.95M in Q3 2018. 427 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Cornerstone Wealth Management held 7,725 shares of State Street Consumer Staples Select Sector SPDR ETF worth $642K as of Q2 2026.
Cornerstone Wealth Management bought 31 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $2.59K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.03% of Cornerstone Wealth Management's portfolio in Q2 2026, its #431 holding.
Cornerstone Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q2 2018 and has held it in 17 quarters since.
Cornerstone Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $1.95M in Q3 2018.
427 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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