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Financial Select Sector SPDR shares owned by Cornerstone Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Financial 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 Financial Select Sector SPDR by Cornerstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.9M 72k 53.87
2025-06-30 $3.9M 75k 52.37
2025-03-31 $3.7M 74k 49.81
2024-12-31 $3.4M 71k 48.33
2024-09-30 $3.1M 69k 45.32
2024-06-30 $2.8M 67k 41.11
2024-03-31 $2.8M 68k 42.12
2023-12-31 $2.4M 65k 37.60
2023-09-30 $2.4M 71k 33.17
2023-06-30 $2.3M 69k 33.71
2023-03-31 $2.0M 63k 32.15
2022-09-30 $1.8M 59k 30.36
2022-06-30 $1.9M 60k 31.46
2022-03-31 $2.4M 63k 38.32
2021-12-31 $3.3M 83k 39.12
2021-09-30 $2.7M 73k 37.54
2021-06-30 $2.5M 68k 36.70
2021-03-31 $2.3M 67k 34.06
2020-12-31 $1.1M 38k 29.47
2020-09-30 $1.1M 45k 24.08
2020-06-30 $1.2M 53k 23.14
2020-03-31 $1.9M 89k 20.82
2019-12-31 $2.6M 83k 30.78
2019-09-30 $2.3M 83k 28.00
2019-06-30 $2.6M 93k 28.16
2019-03-31 $71k 90k 0.79
2018-12-31 $2.2M 93k 23.93
2018-09-30 $85M 2.2M 38.09
2018-06-30 $98M 2.6M 37.43
2018-03-31 $2.6M 96k 26.88
2017-12-31 $2.4M 85k 28.39
2017-09-30 $2.2M 85k 26.29
2017-06-30 $2.1M 82k 25.07
2017-03-31 $1.8M 78k 23.40
2016-12-31 $1.7M 74k 23.53
2016-09-30 $1.4M 71k 19.29
2016-03-31 $0 33k 0.00

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 Financial Select Sector SPDR

Jpmorgan Chase & Co
Susquehanna International
Wells Fargo & Company
Morgan Stanley
Millennium Management
Jane Street
Goldman Sachs Group
UBS Group
Balyasny Asset Management
LPL Financial
Parallax Volatility Advisers
Envestnet Asset Management
Royal Bank of Canada
Citadel Advisors
Barclays

View all funds holding Financial Select Sector SPDR