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SUMITOMO MITSUI FINANCIAL GROUP, INC.: XLU position timeline

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

SUMITOMO MITSUI FINANCIAL GROUP, INC. held 175,231 XLU 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 175,231 shares
    Change vs previous 13F -43,855 shares

    0.04% of the 13F portfolio, value $7,944,974.

    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.: 167,758 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 7,473 shares

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

  2. period ended2026-03-31
    13F 219,086 shares
    Change vs previous 13F -2,353 shares

    0.06% of the 13F portfolio, value $10,053,856.

    13F-HR 0001193125-26-222692 filed by SUMITOMO MITSUI FINANCIAL GROUP, INC.
    Filed (acceptance time not in the bulk data set), ingested

    • SUMITOMO MITSUI FINANCIAL GROUP, INC.: 203,980 shares
    • Sumitomo Mitsui DS Asset Management Company, Ltd: 15,106 shares

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

  3. period ended2025-12-31
    13F 221,439 shares
    Change vs previous 13F +139,096 shares

    0.17% of the 13F portfolio, value $9,453,231.

    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 82,343 shares
    Change vs previous 13F -3,333 shares

    0.13% of the 13F portfolio, value $7,181,133.

    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 85,676 shares
    Change vs previous 13F -5,442 shares

    0.11% of the 13F portfolio, value $6,996,302.

    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 91,118 shares
    Change vs previous 13F -1,013 shares

    0.13% of the 13F portfolio, value $7,184,654.

    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 92,131 shares
    Change vs previous 13F +198 shares

    0.09% of the 13F portfolio, value $6,973,395.

    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 91,933 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $7,426,348.

    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).