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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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%	+$7.09K	0.01%	587
2025 Q2	$216K	Sell	1,988 -96	-5%	-$9.82K	0.01%	596
2025 Q1	$206K	Sell	2,084 -148	-7%	-$16.1K	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
2018 Q4	–	Sell	-277,108	Closed	-$1.51M	–	1174
2018 Q3	$1.51M	Buy	277,108 +105,422	+61%	+$6M	0.02%	587
2018 Q2	$784K	Buy	+171,686	New	+$9.07M	0.01%	858

Other funds holding XLY

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

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 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

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

BWM

Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

TAM

TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

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

Cornerstone Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 0.09% in Q2 2026, buying an estimated $233 and bringing the position to 2,132 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #660.

Cornerstone Wealth Management first reported a position in XLY in Q2 2018 and has held it in 23 quarters since. The position peaked at $1.51M in Q3 2018. 421 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Cornerstone Wealth Management held 2,132 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $250K as of Q2 2026.
Cornerstone Wealth Management bought 2 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $233.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #660 holding.
Cornerstone Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q2 2018 and has held it in 23 quarters since.
Cornerstone Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $1.51M in Q3 2018.
421 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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