Cornerstone Wealth Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$232K Buy
2,134
+2
+0.1% +$230 0.01% 682
2026
Q2
$250K Buy
2,132
+2
+0.1% +$233 0.01% 660
2026
Q1
$232K Sell
2,130
-7
-0.3% -$818 0.01% 640
2025
Q4
$255K Buy
2,137
+87
+4% +$10.3K 0.01% 587
2025
Q3
$246K Buy
2,050
+62
+3% +$7.1K 0.01% 587
2025
Q2
$216K Sell
1,988
-96
-5% -$9.8K 0.01% 596
2025
Q1
$206K Sell
2,084
-148
-7% -$16K 0.01% 572
2024
Q4
$250K Hold
2,232
– – 0.02% 505
2024
Q3
$224K Sell
2,232
-12
-0.5% -$1.12K 0.02% 523
2024
Q2
$205K Sell
2,244
-108
-5% -$9.6K 0.02% 519
2024
Q1
$216K Sell
2,352
-242
-9% -$21.6K 0.02% 502
2023
Q4
$232K Sell
2,594
-126
-5% -$10.4K 0.02% 468
2023
Q3
$219K Sell
2,720
-216
-7% -$18.3K 0.02% 492
2023
Q2
$249K Hold
2,936
– – 0.02% 439
2023
Q1
$220K Buy
+2,936
New +$210K 0.02% 435
2022
Q2
– Sell
-5,414
Closed -$501K – 489
2022
Q1
$501K Buy
5,414
+628
+13% +$57.5K 0.05% 274
2021
Q4
$490K Buy
4,786
+756
+19% +$75.3K 0.05% 289
2021
Q3
$362K Buy
4,030
+1,486
+58% +$135K 0.04% 323
2021
Q2
$227K Hold
2,544
– – 0.02% 424
2021
Q1
$214K Buy
+2,544
New +$212K 0.03% 421
2020
Q1
– Sell
-3,304
Closed -$207K – 385
2019
Q4
$207K Buy
+3,304
New +$201K 0.03% 329
2019
Q2
– Sell
-1,860
Closed -$249K – 518
2019
Q1
$249K Buy
+1,860
New +$101K 0.03% 437

Other funds holding XLY

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

Cornerstone Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.09% in Q3 2026, buying an estimated $230 and bringing the position to 2,134 shares worth $232K. The position accounts for 0.01% of the portfolio, ranked #682.

Cornerstone Wealth Management first reported a position in XLY in Q1 2019 and has held it in 22 quarters since. The position peaked at $501K in Q1 2022. 1,119 funds tracked by Wall St. Rank hold XLY as of Q3 2026.

  • Cornerstone Wealth Management held 2,134 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $232K as of Q3 2026.
  • Cornerstone Wealth Management bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q3 2026, an estimated $230.
  • State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #682 holding.
  • Cornerstone Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 22 quarters since.
  • Cornerstone Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $501K in Q1 2022.
  • 1,119 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q3 2026.

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