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Sumitomo Mitsui Financial Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Sumitomo Mitsui Financial Group’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 		$7.61M Sell
167,758
-36,222
-18% -$1.64M 0.14% 55
2026
Q1 		$9.36M Sell
203,980
-17,459
-8% -$783K 0.19% 53
2025
Q4 		$9.45M Buy
221,439
+56,753
+34% +$2.51M 0.17% 51
2025
Q3 		$7.18M Sell
164,686
-6,666
-4% -$282K 0.13% 53
2025
Q2 		$7M Sell
171,352
-10,884
-6% -$434K 0.11% 52
2025
Q1 		$7.18M Sell
182,236
-2,026
-1% -$79.2K 0.13% 50
2024
Q4 		$6.97M Buy
184,262
+396
+0.2% +$15.7K 0.09% 52
2024
Q3 		$7.43M Sell
183,866
-11,422
-6% -$424K 0.17% 48
2024
Q2 		$6.65M Buy
195,288
+8,888
+5% +$305K 0.21% 48
2024
Q1 		$6.12M Buy
186,400
+7,084
+4% +$221K 0.19% 48
2023
Q4 		$5.68M Buy
179,316
+11,704
+7% +$358K 0.18% 52
2023
Q3 		$4.94M Buy
167,612
+3,004
+2% +$96.8K 0.16% 54
2023
Q2 		$5.39M Buy
164,608
+15,750
+11% +$530K 0.17% 54
2023
Q1 		$5.04M Buy
148,858
+13,968
+10% +$473K 0.16% 58
2022
Q4 		$4.75M Buy
134,890
+17,844
+15% +$607K 0.18% 59
2022
Q3 		$3.83M Buy
117,046
+6,360
+6% +$233K 0.16% 66
2022
Q2 		$3.88M Buy
110,686
+5,598
+5% +$203K 0.11% 83
2022
Q1 		$3.91M Sell
105,088
-4,820
-4% -$167K 0.11% 86
2021
Q4 		$3.93M Sell
109,908
-4,022
-4% -$136K 0.11% 75
2021
Q3 		$3.64M Buy
113,930
+12,758
+13% +$426K 0.08% 82
2021
Q2 		$3.2M Buy
101,172
+8,738
+9% +$286K 0.07% 79
2021
Q1 		$2.96M Sell
92,434
-19,998
-18% -$620K 0.07% 70
2020
Q4 		$3.52M Buy
112,432
+4,028
+4% +$127K 0.09% 63
2020
Q3 		$3.22M Sell
108,404
-15,676
-13% -$465K 0.11% 56
2020
Q2 		$3.5M Sell
124,080
-13,184
-10% -$380K 0.12% 42
2020
Q1 		$3.8M Buy
137,264
+26,980
+24% +$863K 0.19% 31
2019
Q4 		$3.56M Sell
110,284
-1,738
-2% -$55.2K 0.28% 30
2019
Q3 		$3.63M Buy
112,022
+25,696
+30% +$793K 0.3% 27
2019
Q2 		$2.57M Buy
86,326
+65,490
+314% +$1.92M 0.2% 40
2019
Q1 		$606K Buy
+20,836
New +$579K 0.05% 73

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Financial Group's XLU Position: Q2 2026 in Review

Sumitomo Mitsui Financial Group reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 18% in Q2 2026, selling an estimated $1.64M and leaving 167,758 shares worth $7.61M. The position accounts for 0.14% of the portfolio, ranked #55.

Sumitomo Mitsui Financial Group first reported a position in XLU in Q1 2019 and has held it in 30 quarters since. The position peaked at $9.45M in Q4 2025. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Sumitomo Mitsui Financial Group held 167,758 shares of State Street Utilities Select Sector SPDR ETF worth $7.61M as of Q2 2026.
  • Sumitomo Mitsui Financial Group sold 36,222 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $1.64M.
  • State Street Utilities Select Sector SPDR ETF made up 0.14% of Sumitomo Mitsui Financial Group's portfolio in Q2 2026, its #55 holding.
  • Sumitomo Mitsui Financial Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2019 and has held it in 30 quarters since.
  • Sumitomo Mitsui Financial Group's State Street Utilities Select Sector SPDR ETF position peaked at $9.45M in Q4 2025.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.