Summit Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Summit Wealth Partners's XLU Position: Q2 2026 in Review
Summit Wealth Partners increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 2.1% in Q2 2026, buying an estimated $38.4K and bringing the position to 41,245 shares worth $1.87M. The position accounts for 0.27% of the portfolio, ranked #71.
Summit Wealth Partners first reported a position in XLU in Q3 2024 and has held it in 6 quarters since. 1,583 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Summit Wealth Partners held 41,245 shares of State Street Utilities Select Sector SPDR ETF worth $1.87M as of Q2 2026.
- Summit Wealth Partners bought 848 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $38.4K.
- State Street Utilities Select Sector SPDR ETF made up 0.27% of Summit Wealth Partners's portfolio in Q2 2026, its #71 holding.
- Summit Wealth Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 6 quarters since.
- 1,583 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.