Forte Capital’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Forte Capital’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 Q2	$11.7M	Buy
2025 Q1	$9.47M	Sell
2024 Q4	$9.3M	Buy
2024 Q3	$9.71M	Buy
2024 Q2	$8.01M	Buy
2024 Q1	$6.09M	Buy
2023 Q4	$5.82M	Buy