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

Solstein 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 Q1	$3.2M	Buy	69,823 +32,513	+87%	+$1.46M	1.32%	17
2025 Q4	$1.59M	Sell	37,310 -582	-2%	-$25.8K	0.64%	40
2025 Q3	$1.65M	Hold	37,892	–	–	0.38%	34
2025 Q2	$1.55M	Buy	37,892 +17,928	+90%	+$714K	0.79%	27
2025 Q1	$787K	Sell	19,964 -728	-4%	-$28.4K	0.46%	46
2024 Q4	$783K	Sell	20,692 -7,440	-26%	-$295K	0.44%	47
2024 Q3	$1.14M	Sell	28,132 -6,976	-20%	-$259K	0.6%	45
2024 Q2	$1.2M	Hold	35,108	–	–	0.78%	37
2024 Q1	$1.15M	Buy	35,108 +5,800	+20%	+$181K	0.8%	33
2023 Q4	$928K	Sell	29,308 -23,798	-45%	-$728K	0.69%	37
2023 Q3	$1.56M	Hold	53,106	–	–	1.35%	24
2023 Q2	$1.74M	Buy	53,106 +2,620	+5%	+$88.2K	1.45%	21
2023 Q1	$1.71M	Sell	50,486 -4,118	-8%	-$140K	1.49%	20
2022 Q4	$1.92M	Buy	54,604 +6,040	+12%	+$205K	1.61%	18
2022 Q3	$1.59M	Buy	48,564 +3,404	+8%	+$125K	1.4%	18
2022 Q2	$1.58M	Buy	45,160 +9,938	+28%	+$360K	1.21%	19
2022 Q1	$1.31M	Buy	35,222 +16,868	+92%	+$585K	0.86%	28
2021 Q4	$657K	Buy	+18,354	New	+$619K	0.4%	70
2021 Q3	–	Sell	-1,362	Closed	-$43K	–	515
2021 Q2	$43K	Buy	+1,362	New	+$44.6K	0.05%	231
2020 Q4	–	Sell	-16,420	Closed	-$488K	–	215
2020 Q3	$488K	Sell	16,420 -13,188	-45%	-$391K	1.09%	25
2020 Q2	$835K	Sell	29,608 -8,430	-22%	-$243K	1.98%	15
2020 Q1	$1.05M	Sell	38,038 -28,510	-43%	-$912K	4.06%	6
2019 Q4	$2.15M	Buy	66,548 +32,808	+97%	+$1.04M	4.33%	3
2019 Q3	$1.09M	Sell	33,740 -6,500	-16%	-$201K	9.7%	2
2019 Q2	$1.2M	Buy	40,240 +8,240	+26%	+$242K	7.69%	3
2019 Q1	$931K	Buy	32,000 +4,800	+18%	+$133K	5.26%	6
2018 Q4	$720K	Buy	27,200 +16,780	+161%	+$456K	4.2%	6
2018 Q3	$274K	Buy	+10,420	New	+$277K	1.51%	22

Other funds holding XLU

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Solstein Capital's XLU Position: Q1 2026 in Review

Solstein Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 87% in Q1 2026, buying an estimated $1.46M and bringing the position to 69,823 shares worth $3.2M. The position accounts for 1.32% of the portfolio, ranked #17.

Solstein Capital first reported a position in XLU in Q3 2018 and has held it in 28 quarters since. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Solstein Capital held 69,823 shares of State Street Utilities Select Sector SPDR ETF worth $3.2M as of Q1 2026.
Solstein Capital bought 32,513 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $1.46M.
State Street Utilities Select Sector SPDR ETF made up 1.32% of Solstein Capital's portfolio in Q1 2026, its #17 holding.
Solstein Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2018 and has held it in 28 quarters since.
1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Solstein Capital's 13F filing for Q1 2026, filed 14 May 2026.