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Sumitomo Mitsui Trust Group, Inc.: XLU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sumitomo Mitsui Trust Group, Inc. on XLU, newest first. How the timeline and the estimate are built.

Sumitomo Mitsui Trust Group, Inc. held 0 XLU shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -9,564 shares

    13F-HR 0001214659-26-000765 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-09-30
    13F 9,564 shares
    Change vs previous 13F +9,564 shares

    <0.01% of the 13F portfolio, value $834,076.

    13F-HR 0001214659-25-015331 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -52,187 shares

    13F-HR 0001214659-25-011183 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-03-31
    13F 52,187 shares
    Change vs previous 13F +18,096 shares

    <0.01% of the 13F portfolio, value $4,114,945.

    13F-HR 0001214659-25-006359 filed by Sumitomo Mitsui Trust 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 ended2024-12-31
    13F 34,091 shares
    Change vs previous 13F -4,637 shares

    <0.01% of the 13F portfolio, value $2,580,348.

    13F-HR 0001214659-25-001416 filed by Sumitomo Mitsui Trust 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 ended2024-09-30
    13F 38,728 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $3,128,448.

    13F-HR 0001214659-24-018417 filed by Sumitomo Mitsui Trust Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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