Fortitude Advisory Group’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Fortitude Advisory Group’s Portfolio XLK Stock Details XLK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,148	Closed	-$207K	–	238
2023 Q4	$207K	Sell	2,148 -428	-17%	-$38.1K	0.13%	193
2023 Q3	$211K	Sell	2,576 -1,586	-38%	-$136K	0.14%	171
2023 Q2	$362K	Hold	4,162	–	–	0.27%	95
2023 Q1	$314K	Buy	4,162 +2	+0%	+$138	0.24%	114
2022 Q4	$259K	Hold	4,160	–	–	0.22%	135
2022 Q3	$247K	Hold	4,160	–	–	0.23%	123
2022 Q2	$264K	Sell	4,160 -102	-2%	-$7.11K	0.24%	126
2022 Q1	$339K	Sell	4,262 -956	-18%	-$75K	0.18%	106
2021 Q4	$454K	Buy	+5,218	New	+$430K	0.23%	74

Other funds holding XLK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Fortitude Advisory Group's XLK Position: Q1 2024 in Review

Fortitude Advisory Group sold out of State Street Technology Select Sector SPDR ETF (XLK) in Q1 2024, closing a stake of 2,148 shares — an estimated $207K sold.

Fortitude Advisory Group first reported a position in XLK in Q4 2021 and held it in 9 quarters. The position peaked at $454K in Q4 2021. 1,955 funds tracked by Wall St. Rank hold XLK as of Q1 2024.

Fortitude Advisory Group reported no remaining State Street Technology Select Sector SPDR ETF position as of Q1 2024 after selling out during the quarter.
Fortitude Advisory Group sold 2,148 State Street Technology Select Sector SPDR ETF shares in Q1 2024, an estimated $207K.
Fortitude Advisory Group first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2021 and held it in 9 quarters.
Fortitude Advisory Group's State Street Technology Select Sector SPDR ETF position peaked at $454K in Q4 2021.
1,955 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.