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Summit X LLC’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Summit X LLC’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
2025
Q3 		– Sell
-8,372
Closed -$342K – 245
2025
Q2 		$342K Buy
+8,372
New +$334K 0.06% 180
2024
Q3 		– Sell
-6,848
Closed -$236K – 237
2024
Q2 		$236K Buy
+6,848
New +$235K 0.05% 211

Other funds holding XLU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Summit X LLC's XLU Position: Q3 2025 in Review

Summit X LLC sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2025, closing a stake of 8,372 shares — an estimated $342K sold.

Summit X LLC first reported a position in XLU in Q2 2024 and held it in 2 quarters. The position peaked at $342K in Q2 2025. 1,430 funds tracked by Wall St. Rank hold XLU as of Q3 2025.

  • Summit X LLC reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2025 after selling out during the quarter.
  • Summit X LLC sold 8,372 State Street Utilities Select Sector SPDR ETF shares in Q3 2025, an estimated $342K.
  • Summit X LLC first reported a position in State Street Utilities Select Sector SPDR ETF in Q2 2024 and held it in 2 quarters.
  • Summit X LLC's State Street Utilities Select Sector SPDR ETF position peaked at $342K in Q2 2025.
  • 1,430 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2025.

Based on Summit X LLC's 13F filing for Q3 2025.