Lodestone Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Lodestone Wealth Management's XLU Position: Q3 2026 in Review
Lodestone Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 9.3% in Q3 2026, buying an estimated $41.7K and bringing the position to 11,299 shares worth $446K. The position accounts for 0.15% of the portfolio, ranked #128.
Lodestone Wealth Management first reported a position in XLU in Q4 2022 and has held it in 14 quarters since. The position peaked at $469K in Q2 2026. 1,336 funds tracked by Wall St. Rank hold XLU as of Q3 2026.
- Lodestone Wealth Management held 11,299 shares of State Street Utilities Select Sector SPDR ETF worth $446K as of Q3 2026.
- Lodestone Wealth Management bought 959 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $41.7K.
- State Street Utilities Select Sector SPDR ETF made up 0.15% of Lodestone Wealth Management's portfolio in Q3 2026, its #128 holding.
- Lodestone Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 14 quarters since.
- Lodestone Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $469K in Q2 2026.
- 1,336 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.
Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.