Sumitomo Mitsui Trust Group
XLU icon

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

Sumitomo Mitsui Trust 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
2025
Q4 		– Sell
-19,128
Closed -$834K – 1091
2025
Q3 		$834K Buy
+19,128
New +$809K ﹤0.01% 878
2025
Q2 		– Sell
-104,374
Closed -$4.11M – 1072
2025
Q1 		$4.11M Buy
104,374
+36,192
+53% +$1.41M ﹤0.01% 747
2024
Q4 		$2.58M Sell
68,182
-9,274
-12% -$368K ﹤0.01% 797
2024
Q3 		$3.13M Buy
77,456
+19,672
+34% +$730K ﹤0.01% 790
2024
Q2 		$1.97M Buy
+57,784
New +$1.98M ﹤0.01% 836
2023
Q3 		– Sell
-10,250
Closed -$335K – 1166
2023
Q2 		$335K Sell
10,250
-332
-3% -$11.2K ﹤0.01% 1091
2023
Q1 		$358K Sell
10,582
-18,286
-63% -$620K ﹤0.01% 1093
2022
Q4 		$1.02M Buy
28,868
+2,260
+8% +$76.8K ﹤0.01% 1024
2022
Q3 		$872K Sell
26,608
-231,342
-90% -$8.48M ﹤0.01% 1055
2022
Q2 		$9.04M Buy
257,950
+213,576
+481% +$7.73M 0.01% 815
2022
Q1 		$1.65M Hold
44,374
– – ﹤0.01% 979
2021
Q4 		$1.59M Sell
44,374
-5,388
-11% -$182K ﹤0.01% 978
2021
Q3 		$1.59M Hold
49,762
– – ﹤0.01% 980
2021
Q2 		$1.57M Sell
49,762
-2,218
-4% -$72.6K ﹤0.01% 982
2021
Q1 		$1.66M Sell
51,980
-708,020
-93% -$22M ﹤0.01% 950
2020
Q4 		$23.8M Sell
760,000
-212,444
-22% -$6.72M 0.02% 689
2020
Q3 		$28.9M Buy
972,444
+820,574
+540% +$24.4M 0.02% 626
2020
Q2 		$4.29M Buy
+151,870
New +$4.38M ﹤0.01% 805
2016
Q4 		– Sell
-290,882
Closed -$7.13M – 904
2016
Q3 		$7.13M Hold
290,882
– – 0.01% 649
2016
Q2 		$7.63M Buy
290,882
+147,138
+102% +$3.63M 0.01% 641
2016
Q1 		$3.57M Buy
+143,744
New +$3.32M 0.01% 685
2015
Q4 		– Sell
-275,232
Closed -$5.96M – 883
2015
Q3 		$5.96M Sell
275,232
-12,880
-4% -$277K 0.01% 652
2015
Q2 		$5.97M Buy
+288,112
New +$6.31M 0.01% 672

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Sumitomo Mitsui Trust Group's XLU Position: Q4 2025 in Review

Sumitomo Mitsui Trust Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q4 2025, closing a stake of 19,128 shares — an estimated $834K sold.

Sumitomo Mitsui Trust Group first reported a position in XLU in Q2 2015 and held it in 23 quarters. The position peaked at $28.9M in Q3 2020. 1,533 funds tracked by Wall St. Rank hold XLU as of Q4 2025.

  • Sumitomo Mitsui Trust Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 19,128 State Street Utilities Select Sector SPDR ETF shares in Q4 2025, an estimated $834K.
  • Sumitomo Mitsui Trust Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2015 and held it in 23 quarters.
  • Sumitomo Mitsui Trust Group's State Street Utilities Select Sector SPDR ETF position peaked at $28.9M in Q3 2020.
  • 1,533 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q4 2025.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q4 2025, filed 23 Jan 2026.