Fortis Capital Advisors’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-225
Closed -$16.8K 636
2023
Q1
$16.8K Sell
225
-255
-53% -$18.7K 0.01% 417
2022
Q4
$35.8K Buy
+480
New +$35K 0.02% 334

Other funds holding XLP

Fortis Capital Advisors's XLP Position: Q2 2023 in Review

Fortis Capital Advisors sold out of State Street Consumer Staples Select Sector SPDR ETF (XLP) in Q2 2023, closing a stake of 225 shares — an estimated $16.8K sold.

Fortis Capital Advisors first reported a position in XLP in Q4 2022 and held it in 2 quarters. The position peaked at $35.8K in Q4 2022. 1,077 funds tracked by Wall St. Rank hold XLP as of Q2 2023.

  • Fortis Capital Advisors reported no remaining State Street Consumer Staples Select Sector SPDR ETF position as of Q2 2023 after selling out during the quarter.
  • Fortis Capital Advisors sold 225 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2023, an estimated $16.8K.
  • Fortis Capital Advisors first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2022 and held it in 2 quarters.
  • Fortis Capital Advisors's State Street Consumer Staples Select Sector SPDR ETF position peaked at $35.8K in Q4 2022.
  • 1,077 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.