Logan Stone Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Logan Stone Capital’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	$1.34M	Buy	+29,488	New	+$1.34M	0.28%	53
2024 Q2	–	Sell	-31,792	Closed	-$1.04M	–	196
2024 Q1	$1.04M	Sell	31,792 -111,502	-78%	-$3.48M	0.22%	78
2023 Q4	$4.54M	Sell	143,294 -8,070	-5%	-$247K	0.92%	39
2023 Q3	$4.46M	Sell	151,364 -26,884	-15%	-$867K	1.22%	21
2023 Q2	$5.83M	Buy	178,248 +24,184	+16%	+$814K	1.98%	10
2023 Q1	$5.21M	Buy	154,064 +113,506	+280%	+$3.85M	2.06%	9
2022 Q4	$1.43M	Buy	40,558 +12,346	+44%	+$420K	0.53%	64
2022 Q3	$924K	Buy	28,212 +16,012	+131%	+$587K	0.61%	39
2022 Q2	$428K	Buy	+12,200	New	+$442K	0.31%	75
2022 Q1	–	Sell	-40,368	Closed	-$1.45M	–	156
2021 Q4	$1.45M	Buy	+40,368	New	+$1.36M	1.44%	22

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Logan Stone Capital's XLU Position: Q2 2026 in Review

Logan Stone Capital opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 29,488 shares worth $1.34M. The stake represents 0.28% of the portfolio and ranks #53 among its holdings. This is a return to the name: Logan Stone Capital previously reported a position in XLU as recently as Q1 2024.

Logan Stone Capital first reported a position in XLU in Q4 2021 and has held it in 10 quarters since. The position peaked at $5.83M in Q2 2023. 1,582 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Logan Stone Capital held 29,488 shares of State Street Utilities Select Sector SPDR ETF worth $1.34M as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Logan Stone Capital position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.28% of Logan Stone Capital's portfolio in Q2 2026, its #53 holding.
Logan Stone Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 10 quarters since.
Logan Stone Capital's State Street Utilities Select Sector SPDR ETF position peaked at $5.83M in Q2 2023.
1,582 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Logan Stone Capital's 13F filing for Q2 2026, filed 14 Aug 2026.