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Investment House LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Investment House 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
Q2 		$598K Sell
13,200
-7,400
-36% -$335K 0.03% 174
2026
Q1 		$945K Hold
20,600
– – 0.05% 145
2025
Q4 		$879K Sell
20,600
-1,200
-6% -$53.1K 0.04% 147
2025
Q3 		$951K Hold
21,800
– – 0.05% 143
2025
Q2 		$890K Buy
21,800
+400
+2% +$15.9K 0.05% 143
2025
Q1 		$844K Hold
21,400
– – 0.05% 145
2024
Q4 		$810K Hold
21,400
– – 0.04% 144
2024
Q3 		$864K Sell
21,400
-300
-1% -$11.1K 0.05% 148
2024
Q2 		$739K Buy
21,700
+1,200
+6% +$41.2K 0.04% 143
2024
Q1 		$673K Buy
20,500
+1,000
+5% +$31.2K 0.04% 148
2023
Q4 		$617K Sell
19,500
-6,096
-24% -$186K 0.04% 139
2023
Q3 		$754K Sell
25,596
-404
-2% -$13K 0.06% 128
2023
Q2 		$851K Buy
26,000
+6,000
+30% +$202K 0.06% 124
2023
Q1 		$677K Buy
20,000
+6,000
+43% +$203K 0.06% 131
2022
Q4 		$494K Buy
14,000
+1,650
+13% +$56.1K 0.05% 134
2022
Q3 		$405K Buy
+12,350
New +$453K 0.04% 142
2016
Q4 		– Sell
-22,000
Closed -$539K – 195
2016
Q3 		$539K Hold
22,000
– – 0.08% 134
2016
Q2 		$577K Hold
22,000
– – 0.09% 128
2016
Q1 		$546K Hold
22,000
– – 0.09% 129
2015
Q4 		$476K Buy
+22,000
New +$477K 0.08% 126

Other funds holding XLU

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
SCB
Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MAWA
Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
RA
Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return
CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

Investment House LLC's XLU Position: Q2 2026 in Review

Investment House LLC reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 36% in Q2 2026, selling an estimated $335K and leaving 13,200 shares worth $598K. The position accounts for 0.03% of the portfolio, ranked #174.

Investment House LLC first reported a position in XLU in Q4 2015 and has held it in 20 quarters since. The position peaked at $951K in Q3 2025. 750 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Investment House LLC held 13,200 shares of State Street Utilities Select Sector SPDR ETF worth $598K as of Q2 2026.
  • Investment House LLC sold 7,400 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $335K.
  • State Street Utilities Select Sector SPDR ETF made up 0.03% of Investment House LLC's portfolio in Q2 2026, its #174 holding.
  • Investment House LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2015 and has held it in 20 quarters since.
  • Investment House LLC's State Street Utilities Select Sector SPDR ETF position peaked at $951K in Q3 2025.
  • 750 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.