Lodestone Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Lodestone Wealth Management's XLU Position: Q2 2026 in Review

Lodestone Wealth Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 11% in Q2 2026, buying an estimated $45.2K and bringing the position to 10,340 shares worth $469K. The position accounts for 0.17% of the portfolio, ranked #121.

Lodestone Wealth Management first reported a position in XLU in Q4 2022 and has held it in 13 quarters since. 622 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

• Lodestone Wealth Management held 10,340 shares of State Street Utilities Select Sector SPDR ETF worth $469K as of Q2 2026.
• Lodestone Wealth Management bought 998 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $45.2K.
• State Street Utilities Select Sector SPDR ETF made up 0.17% of Lodestone Wealth Management's portfolio in Q2 2026, its #121 holding.
• Lodestone Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and has held it in 13 quarters since.
• 622 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.