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 $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Securities Group's XLU Position: Q2 2026 in Review

Summit Securities Group opened a new position in State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026: 19,223 shares worth $872K. The stake represents 0.08% of the portfolio and ranks #137 among its holdings. This is a return to the name: Summit Securities Group previously reported a position in XLU as recently as Q4 2025.

Summit Securities Group first reported a position in XLU in Q1 2014 and has held it in 32 quarters since. The position peaked at $10.1M in Q4 2024. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Summit Securities Group held 19,223 shares of State Street Utilities Select Sector SPDR ETF worth $872K as of Q2 2026.
State Street Utilities Select Sector SPDR ETF was a new Summit Securities Group position in Q2 2026.
State Street Utilities Select Sector SPDR ETF made up 0.08% of Summit Securities Group's portfolio in Q2 2026, its #137 holding.
Summit Securities Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2014 and has held it in 32 quarters since.
Summit Securities Group's State Street Utilities Select Sector SPDR ETF position peaked at $10.1M in Q4 2024.
1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.