Stone Summit Wealth’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Stone Summit Wealth’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 Q3	$920K	Sell	23,330 -1,665	-7%	-$72.4K	0.25%	69
2026 Q2	$1.13M	Buy	24,995 +1,680	+7%	+$76.1K	0.29%	66
2026 Q1	$1.07M	Buy	23,315 +795	+4%	+$35.7K	0.3%	65
2025 Q4	$961K	Hold	22,520	–	–	0.26%	68
2025 Q3	$982K	Sell	22,520 -898	-4%	-$38K	0.28%	68
2025 Q2	$956K	Sell	23,418 -992	-4%	-$39.5K	0.3%	73
2025 Q1	$962K	Sell	24,410 -1,810	-7%	-$70.7K	0.33%	74
2024 Q4	$992K	Sell	26,220 -60	-0.2%	-$2.38K	0.33%	71
2024 Q3	$1.06M	Sell	26,280 -700	-3%	-$26K	0.34%	72
2024 Q2	$919K	Sell	26,980 -1,210	-4%	-$41.6K	0.33%	70
2024 Q1	$925K	Sell	28,190 -2,320	-8%	-$72.4K	0.32%	73
2023 Q4	$966K	Buy	30,510 +4,690	+18%	+$143K	0.37%	74
2023 Q3	$761K	Buy	25,820 +4,230	+20%	+$136K	0.33%	78
2023 Q2	$706K	Sell	21,590 -460	-2%	-$15.5K	0.29%	81
2023 Q1	$746K	Sell	22,050 -1,820	-8%	-$61.7K	0.33%	76
2022 Q4	$841K	Buy	23,870 +2,750	+13%	+$93.5K	0.41%	68
2022 Q3	$692K	Buy	21,120 +650	+3%	+$23.8K	0.43%	68
2022 Q2	$718K	Sell	20,470 -1,000	-5%	-$36.2K	0.43%	65
2022 Q1	$813K	Buy	21,470 +434	+2%	+$15K	0.46%	64
2021 Q4	$752K	Buy	+21,036	New	+$710K	0.61%	60

Other funds holding XLU

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Trilogy Capital Irvine, California $2.61B AUM 14.55% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

Stone Summit Wealth's XLU Position: Q3 2026 in Review

Stone Summit Wealth reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 6.7% in Q3 2026, selling an estimated $72.4K and leaving 23,330 shares worth $920K. The position accounts for 0.25% of the portfolio, ranked #69.

Stone Summit Wealth first reported a position in XLU in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.13M in Q2 2026. 339 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Stone Summit Wealth held 23,330 shares of State Street Utilities Select Sector SPDR ETF worth $920K as of Q3 2026.
Stone Summit Wealth sold 1,665 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $72.4K.
State Street Utilities Select Sector SPDR ETF made up 0.25% of Stone Summit Wealth's portfolio in Q3 2026, its #69 holding.
Stone Summit Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 20 quarters since.
Stone Summit Wealth's State Street Utilities Select Sector SPDR ETF position peaked at $1.13M in Q2 2026.
339 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Stone Summit Wealth's 13F filing for Q3 2026, filed 14 Oct 2026.