Fortis Capital Advisors’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
2026
Q2
– Sell
-14,405
Closed -$661K – 467
2026
Q1
$661K Buy
+14,405
New +$646K 0.09% 199
2025
Q2
– Sell
-6,278
Closed -$248K – 292
2025
Q1
$248K Buy
+6,278
New +$245K 0.05% 218
2023
Q2
– Sell
-450
Closed -$15.2K – 638
2023
Q1
$15.2K Sell
450
-490
-52% -$16.6K 0.01% 425
2022
Q4
$33.1K Buy
+940
New +$32K 0.02% 346

Other funds holding XLU

Fortis Capital Advisors's XLU Position: Q2 2026 in Review

Fortis Capital Advisors sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2026, closing a stake of 14,405 shares — an estimated $661K sold.

Fortis Capital Advisors first reported a position in XLU in Q4 2022 and held it in 4 quarters. The position peaked at $661K in Q1 2026. 1,585 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Fortis Capital Advisors reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
  • Fortis Capital Advisors sold 14,405 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $661K.
  • Fortis Capital Advisors first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2022 and held it in 4 quarters.
  • Fortis Capital Advisors's State Street Utilities Select Sector SPDR ETF position peaked at $661K in Q1 2026.
  • 1,585 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.