Summit Financial Consulting’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Financial Consulting’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	$1.45M	Buy	36,645 +1,878	+5%	+$81.6K	1.06%	15
2026 Q2	$1.58M	Buy	34,767 +5,442	+19%	+$246K	1.07%	15
2026 Q1	$1.35M	Buy	29,325 +10,007	+52%	+$449K	0.96%	13
2025 Q4	$825K	Sell	19,318 -142	-0.7%	-$6.29K	0.6%	22
2025 Q3	$849K	Buy	19,460 +6,812	+54%	+$288K	0.68%	20
2025 Q2	$516K	Sell	12,648 -2,794	-18%	-$111K	0.46%	24
2025 Q1	$609K	Buy	+15,442	New	+$603K	0.56%	23

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

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

BWM

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

LHWM

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

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

Summit Financial Consulting's XLU Position: Q3 2026 in Review

Summit Financial Consulting increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 5.4% in Q3 2026, buying an estimated $81.6K and bringing the position to 36,645 shares worth $1.45M. The position accounts for 1.06% of the portfolio, ranked #15.

Summit Financial Consulting first reported a position in XLU in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.58M in Q2 2026. 300 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Summit Financial Consulting held 36,645 shares of State Street Utilities Select Sector SPDR ETF worth $1.45M as of Q3 2026.
Summit Financial Consulting bought 1,878 State Street Utilities Select Sector SPDR ETF shares in Q3 2026, an estimated $81.6K.
State Street Utilities Select Sector SPDR ETF made up 1.06% of Summit Financial Consulting's portfolio in Q3 2026, its #15 holding.
Summit Financial Consulting first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2025 and has held it in 7 quarters since.
Summit Financial Consulting's State Street Utilities Select Sector SPDR ETF position peaked at $1.58M in Q2 2026.
300 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Summit Financial Consulting's 13F filing for Q3 2026, filed 15 Oct 2026.