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 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

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 Summit Wealth's XLU Position: Q1 2026 in Review

Stone Summit Wealth increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.5% in Q1 2026, buying an estimated $35.7K and bringing the position to 23,315 shares worth $1.07M. The position accounts for 0.3% of the portfolio, ranked #65.

Stone Summit Wealth first reported a position in XLU in Q4 2021 and has held it in 18 quarters since. 1,587 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

Stone Summit Wealth held 23,315 shares of State Street Utilities Select Sector SPDR ETF worth $1.07M as of Q1 2026.
Stone Summit Wealth bought 795 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $35.7K.
State Street Utilities Select Sector SPDR ETF made up 0.3% of Stone Summit Wealth's portfolio in Q1 2026, its #65 holding.
Stone Summit Wealth first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and has held it in 18 quarters since.
1,587 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Stone Summit Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.