STACKSTONE WEALTH, LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

STACKSTONE WEALTH, LLC’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$579K	Buy	+14,686	New	+$638K	0.06%	213

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

STACKSTONE WEALTH, LLC's XLU Position: Q3 2026 in Review

STACKSTONE WEALTH, LLC opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2026: 14,686 shares worth $579K. The stake represents 0.06% of the portfolio and ranks #213 among its holdings.

300 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

STACKSTONE WEALTH, LLC held 14,686 shares of State Street Utilities Select Sector SPDR ETF worth $579K as of Q3 2026.
State Street Utilities Select Sector SPDR ETF was a new STACKSTONE WEALTH, LLC position in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.06% of STACKSTONE WEALTH, LLC's portfolio in Q3 2026, its #213 holding.
300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on STACKSTONE WEALTH, LLC's 13F filing for Q3 2026, filed 19 Oct 2026.