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SUMITOMO MITSUI FINANCIAL GROUP, INC.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SUMITOMO MITSUI FINANCIAL GROUP, INC. on XLE, newest first. How the timeline and the estimate are built.

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 12,172 XLE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,172 shares
    Change vs previous 13F -4,212 shares

    0.01% of the 13F portfolio, value $646,455.

    13F-HR 0001193125-26-347838 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 12,172 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 0 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,384 shares
    Change vs previous 13F +13,784 shares

    0.01% of the 13F portfolio, value $1,003,684.

    13F-HR 0001193125-26-174894 filed by Sumitomo Mitsui DS Asset Management Company, Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 5,189 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 11,195 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,600 shares
    Change vs previous 13F +1,950 shares

    <0.01% of the 13F portfolio, value $116,246.

    13F-HR 0001193125-26-047559 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 650 shares
    Change vs previous 13F -60 shares

    <0.01% of the 13F portfolio, value $58,071.

    13F-HR 0001193125-25-275787 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 710 shares
    Change vs previous 13F -915 shares

    <0.01% of the 13F portfolio, value $60,215.

    13F-HR 0000950123-25-007705 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,625 shares
    Change vs previous 13F -985 shares

    <0.01% of the 13F portfolio, value $151,856.

    13F-HR 0000950123-25-005053 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 2,610 shares
    Change vs previous 13F -855 shares

    <0.01% of the 13F portfolio, value $223,573.

    13F-HR 0000950123-25-001919 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 3,465 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $304,227.

    13F-HR 0000950123-24-010599 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).