Fort Point Capital Partners’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-200
Closed -$7.05K 304
2022
Q4
$7.05K Buy
+200
New +$6.8K ﹤0.01% 279

Other funds holding XLU

Fort Point Capital Partners's XLU Position: Q3 2023 in Review

Fort Point Capital Partners sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q3 2023, closing a stake of 10,248 shares — an estimated $335K sold.

Fort Point Capital Partners first reported a position in XLU in Q1 2022 and held it in 6 quarters. The position peaked at $10.1M in Q1 2022. 1,063 funds tracked by Wall St. Rank hold XLU as of Q3 2023.

  • Fort Point Capital Partners reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q3 2023 after selling out during the quarter.
  • Fort Point Capital Partners sold 10,248 State Street Utilities Select Sector SPDR ETF shares in Q3 2023, an estimated $335K.
  • Fort Point Capital Partners first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2022 and held it in 6 quarters.
  • Fort Point Capital Partners's State Street Utilities Select Sector SPDR ETF position peaked at $10.1M in Q1 2022.
  • 1,063 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2023.

Based on Fort Point Capital Partners's 13F filing for Q3 2023, filed 8 Nov 2023.