Ownership history in Cornerstone Wealth Group, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Group, LLC reported a position in SELECT SECTOR SPDR TR (XLC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 1,855 | -207 | -10.0% | 0.01% | $220K | $117.99 |
| 2025 Q2 | REDUCED | 2,062 | -99 | -4.6% | 0.02% | $224K | $107.80 |
| 2025 Q1 | REDUCED | 2,161 | -50,514 | -95.9% | 0.02% | $208K | $95.57 |
| 2024 Q4 | REDUCED | 52,675 | -2,599 | -4.7% | 0.42% | $5.1M | $95.65 |
| 2023 Q3 | ADDED | 55,274 | +437 | +0.8% | 0.64% | $3.6M | $63.92 |
| 2023 Q2 | REDUCED | 54,837 | -128,888 | -70.2% | 0.65% | $3.6M | $63.28 |
| 2022 Q2 | ADDED | 183,725 | +156,253 | +568.8% | 2.09% | $10.0M | $52.30 |
| 2021 Q3 | INITIATED | 27,472 | — | — | 0.39% | $2.2M | $76.67 |
As of 2025 Q4 — sorted by position size