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Energy Select Sector SPDR shares owned by Cornerstone Wealth Management

Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Cornerstone Wealth Management from 13F filings

Historical chart of Cornerstone Wealth Management investment in Energy Select Sector SPDR

Tip: Access up to 7 years of quarterly data

All positions including Energy Select Sector SPDR held by Cornerstone Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Select Sector SPDR by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.9M 22k 89.34
2025-06-30 $1.8M 22k 84.81
2025-03-31 $2.0M 21k 93.45
2024-12-31 $1.8M 21k 85.66
2024-09-30 $1.7M 19k 87.80
2024-06-30 $2.4M 26k 91.15
2024-03-31 $2.3M 24k 94.41
2023-12-31 $1.9M 23k 83.84
2023-09-30 $2.1M 23k 90.39
2023-06-30 $1.8M 22k 81.17
2023-03-31 $2.0M 25k 82.83
2022-09-30 $1.6M 22k 72.02
2022-06-30 $1.7M 23k 71.51
2022-03-31 $1.1M 14k 76.43
2021-12-31 $473k 8.6k 55.30
2021-09-30 $374k 7.2k 52.13
2021-06-30 $864k 16k 53.87
2021-03-31 $732k 15k 49.04
2020-09-30 $201k 6.7k 29.99
2020-06-30 $242k 6.4k 37.83
2019-12-31 $272k 4.5k 59.98
2019-09-30 $430k 7.3k 59.16
2019-06-30 $578k 9.1k 63.25
2019-03-31 $3.2M 10k 314.18
2018-12-31 $693k 12k 57.39
2018-09-30 $5.5M 375k 14.66
2018-06-30 $14M 1.0M 13.37
2018-03-31 $454k 6.6k 68.38
2017-12-31 $393k 5.2k 75.26
2017-09-30 $381k 5.5k 69.27
2017-06-30 $431k 6.7k 64.33
2017-03-31 $680k 9.6k 70.63
2016-12-31 $620k 8.1k 76.19
2016-09-30 $549k 7.9k 69.91

More positions owned by Cornerstone Wealth Management

Apple (AAPL)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Min Vol (USMV)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Wal-Mart Stores (WMT)

View all positions for Cornerstone Wealth Management

Top funds holding Energy Select Sector SPDR

Susquehanna International
Jane Street
Millennium Management
Morgan Stanley
Royal Bank of Canada
UBS Group
Wells Fargo & Company
Goldman Sachs Group
Barclays
Tudor Investment Corporation
Jpmorgan Chase & Co
Elliott Investment Management
Citadel Advisors
LPL Financial
Peak6

View all funds holding Energy Select Sector SPDR