Forte Capital’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
MMH
Forte Capital's XLU Position: Q2 2025 in Review
Forte Capital increased its State Street Utilities Select Sector SPDR ETF (XLU) stake by 19% in Q2 2025, buying an estimated $1.84M and bringing the position to 286,184 shares worth $11.7M. The position accounts for 1.26% of the portfolio, ranked #23.
Forte Capital first reported a position in XLU in Q4 2023 and has held it in 7 quarters since. 1,395 funds tracked by Wall St. Rank hold XLU as of Q2 2025.
- Forte Capital held 286,184 shares of State Street Utilities Select Sector SPDR ETF worth $11.7M as of Q2 2025.
- Forte Capital bought 46,072 State Street Utilities Select Sector SPDR ETF shares in Q2 2025, an estimated $1.84M.
- State Street Utilities Select Sector SPDR ETF made up 1.26% of Forte Capital's portfolio in Q2 2025, its #23 holding.
- Forte Capital first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2023 and has held it in 7 quarters since.
- 1,395 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2025.
Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.