Cornerstone Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$466K	Sell	11,812 -333	-3%	-$14.5K	0.02%	512
2026 Q2	$551K	Buy	12,145 +3,658	+43%	+$166K	0.02%	464
2026 Q1	$389K	Buy	8,487 +64	+0.8%	+$2.87K	0.02%	511
2025 Q4	$360K	Buy	8,423 +3,547	+73%	+$157K	0.02%	501
2025 Q3	$213K	Sell	4,876 -364	-7%	-$15.4K	0.01%	636
2025 Q2	$214K	Buy	+5,240	New	+$209K	0.01%	599
2024 Q4	–	Sell	-4,964	Closed	-$200K	–	605
2024 Q3	$200K	Buy	+4,964	New	+$184K	0.01%	545
2023 Q2	–	Sell	-7,436	Closed	-$252K	–	527
2023 Q1	$252K	Buy	+7,436	New	+$252K	0.02%	406
2022 Q3	$230K	Buy	7,010 +66	+1%	+$2.42K	0.03%	399
2022 Q2	$243K	Buy	6,944 +1,012	+17%	+$36.6K	0.03%	393
2022 Q1	$221K	Buy	+5,932	New	+$206K	0.02%	435
2021 Q4	–	Sell	-6,390	Closed	-$204K	–	521
2021 Q3	$204K	Sell	6,390 -556	-8%	-$18.6K	0.02%	434
2021 Q2	$220K	Sell	6,946 -338	-5%	-$11.1K	0.02%	431
2021 Q1	$233K	Sell	7,284 -4,106	-36%	-$127K	0.03%	402
2020 Q4	$357K	Sell	11,390 -858	-7%	-$27.2K	0.04%	303
2020 Q3	$364K	Sell	12,248 -22,204	-64%	-$659K	0.05%	261
2020 Q2	$972K	Sell	34,452 -14,722	-30%	-$424K	0.16%	134
2020 Q1	$1.36M	Buy	+49,174	New	+$1.57M	0.26%	79
2016 Q4	–	Sell	-8,698	Closed	-$205K	–	306
2016 Q3	$205K	Buy	+8,698	New	+$221K	0.08%	255
2016 Q1	$218K	Buy	+8,858	New	+$204K	0.17%	86

Other funds holding XLU

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.53B AUM 12.98% 1-Year Est. Return

Cornerstone Wealth Management's XLU Position: Q3 2026 in Review

Cornerstone Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.7% in Q3 2026, selling an estimated $14.5K and leaving 11,812 shares worth $466K. The position accounts for 0.02% of the portfolio, ranked #512.

Cornerstone Wealth Management first reported a position in XLU in Q1 2016 and has held it in 20 quarters since. The position peaked at $1.36M in Q1 2020. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Cornerstone Wealth Management held 11,812 shares of State Street Utilities Select Sector SPDR ETF worth $466K as of Q3 2026.
Cornerstone Wealth Management sold 333 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $14.5K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Cornerstone Wealth Management's portfolio in Q3 2026, its #512 holding.
Cornerstone Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2016 and has held it in 20 quarters since.
Cornerstone Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $1.36M in Q1 2020.
1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.