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Summit Securities Group’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Securities 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
2017
Q4 		– Sell
-150
Closed -$398K – 270
2017
Q3 		$398K Buy
+150
New +$4.03K 0.07% 124

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Summit Securities Group's XLU Position: Q1 2026 in Review

Summit Securities Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q1 2026, closing a stake of 1,000 shares — an estimated $42.7K sold.

Summit Securities Group first reported a position in XLU in Q1 2014 and held it in 31 quarters. The position peaked at $10.1M in Q4 2024. 1,588 funds tracked by Wall St. Rank hold XLU as of Q1 2026.

  • Summit Securities Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q1 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,000 State Street Utilities Select Sector SPDR ETF shares in Q1 2026, an estimated $42.7K.
  • Summit Securities Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and held it in 31 quarters.
  • Summit Securities Group's State Street Utilities Select Sector SPDR ETF position peaked at $10.1M in Q4 2024.
  • 1,588 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q1 2026.

Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.