Cornerstone Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Cornerstone Wealth Management's XLU Position: Q2 2026 in Review
Cornerstone Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 43% in Q2 2026, buying an estimated $166K and bringing the position to 12,145 shares worth $551K. The position accounts for 0.02% of the portfolio, ranked #464.
Cornerstone Wealth Management first reported a position in XLU in Q1 2016 and has held it in 19 quarters since. The position peaked at $1.36M in Q1 2020. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Cornerstone Wealth Management held 12,145 shares of State Street Utilities Select Sector SPDR ETF worth $551K as of Q2 2026.
- Cornerstone Wealth Management bought 3,658 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $166K.
- State Street Utilities Select Sector SPDR ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q2 2026, its #464 holding.
- Cornerstone Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 19 quarters since.
- Cornerstone Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.36M in Q1 2020.
- 1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.