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 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 $1.37T 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

Stone House Investment Management's XLU Position: Q1 2026 in Review

Stone House Investment Management increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.9% in Q1 2026, buying an estimated $5.12K and bringing the position to 2,040 shares worth $93.6K. The position accounts for 0.02% of the portfolio, ranked #129.

Stone House Investment Management first reported a position in XLU in Q1 2023 and has held it in 12 quarters since. The position peaked at $224K in Q1 2025. 1,590 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stone House Investment Management held 2,040 shares of State Street Utilities Select Sector SPDR ETF worth $93.6K as of Q1 2026.
Stone House Investment Management bought 114 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $5.12K.
State Street Utilities Select Sector SPDR ETF made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #129 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 12 quarters since.
Stone House Investment Management's State Street Utilities Select Sector SPDR ETF position peaked at $224K in Q1 2025.
1,590 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.