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
2024 Q1	–	Sell	-20,000	Closed	-$633K	–	957
2023 Q4	$633K	Buy	+20,000	New	+$611K	0.06%	168
2022 Q1	–	Sell	-14,600	Closed	-$523K	–	1404
2021 Q4	$523K	Buy	+14,600	New	+$493K	0.02%	360
2021 Q1	–	Sell	-102	Closed	-$320K	–	810
2020 Q4	$320K	Buy	+102	New	+$3.23K	0.03%	446
2017 Q2	–	Sell	-136	Closed	-$349K	–	380
2017 Q1	$349K	Buy	+136	New	+$3.4K	0.1%	207
2014 Q2	–	Sell	-96	Closed	-$1K	–	665
2014 Q1	$1K	Buy	+96	New	+$1.89K	﹤0.01%	373

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

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.