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

Stone House Investment Management’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	$92.5K	Hold	2,040	–	–	0.01%	163
2026 Q1	$93.6K	Buy	2,040 +114	+6%	+$5.12K	0.02%	129
2025 Q4	$82.2K	Hold	1,926	–	–	0.01%	127
2025 Q3	$84K	Hold	1,926	–	–	0.01%	122
2025 Q2	$78.6K	Sell	1,926 -3,744	-66%	-$149K	0.01%	120
2025 Q1	$224K	Buy	+5,670	New	+$222K	0.05%	55
2024 Q4	–	Sell	-1,926	Closed	-$77.8K	–	362
2024 Q3	$77.8K	Hold	1,926	–	–	0.02%	91
2024 Q2	$65.6K	Buy	1,926 +922	+92%	+$31.7K	0.02%	104
2024 Q1	$32.9K	Hold	1,004	–	–	0.01%	155
2023 Q4	$31.8K	Buy	1,004 +10	+1%	+$306	0.01%	102
2023 Q3	$29.3K	Buy	994 +8	+0.8%	+$258	0.01%	101
2023 Q2	$32.3K	Buy	986 +8	+0.8%	+$269	0.01%	93
2023 Q1	$33.1K	Buy	+978	New	+$33.1K	0.01%	104

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 22.9% 1-Year Est. Return

Stone House Investment Management's XLU Position: Q2 2026 in Review

Stone House Investment Management held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q2 2026 at 2,040 shares worth $92.5K. The position accounts for 0.01% of the portfolio, ranked #163.

Stone House Investment Management first reported a position in XLU in Q1 2023 and has held it in 13 quarters since. The position peaked at $224K in Q1 2025. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Stone House Investment Management held 2,040 shares of State Street Utilities Select Sector SPDR ETF worth $92.5K as of Q2 2026.
Stone House Investment Management left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #163 holding.
Stone House Investment Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 13 quarters since.
Stone House Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $224K in Q1 2025.
1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.