Summit Wealth Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit Wealth Partners’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 Q2	$1.87M	Buy	41,245 +848	+2%	+$38.4K	0.27%	71
2026 Q1	$1.85M	Buy	40,397 +28,305	+234%	+$1.27M	0.29%	70
2025 Q4	$516K	Buy	12,092 +810	+7%	+$35.9K	0.1%	124
2025 Q3	$492K	Buy	11,282 +676	+6%	+$28.6K	0.09%	136
2025 Q2	$433K	Buy	+10,606	New	+$423K	0.08%	143
2024 Q4	–	Sell	-7,482	Closed	-$302K	–	239
2024 Q3	$302K	Buy	+7,482	New	+$278K	0.06%	191

Other funds holding XLU

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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. 835 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.
835 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.