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Utilities SPDR shares owned by Stone House Investment Management

Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Stone House Investment Management from 13F filings

Historical chart of Stone House Investment Management investment in Utilities SPDR

Tip: Access up to 7 years of quarterly data

All positions including Utilities SPDR held by Stone House Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Utilities SPDR by Stone House Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $84k 963 87.20
2025-06-30 $79k 963 81.65
2025-03-31 $224k 2.8k 78.85
2024-09-30 $78k 963 80.77
2024-03-31 $33k 502 65.63
2023-12-31 $32k 502 63.31
2023-09-30 $29k 497 58.95
2023-06-30 $32k 493 65.46
2023-03-31 $33k 489 67.72

More positions owned by Stone House Investment Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Procter & Gamble Company (PG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Blackrock Etf Trust Ishares Us Thema (THRO)
Blackrock Etf Trust Ishares A I Inno (BAI)

View all positions for Stone House Investment Management

Top funds holding Utilities SPDR

Morgan Stanley
Jpmorgan Chase & Co
LPL Financial
Jane Street
Millennium Management
UBS Group
Susquehanna International
Tudor Investment Corporation
Wells Fargo & Company
Citadel Advisors
Royal Bank of Canada
Balyasny Asset Management
Envestnet Asset Management
Bnp Paribas Arbitrage, Snc
Menora Mivtachim Holdings

View all funds holding Utilities SPDR