Fortitude Advisory Group’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
2022
Q2
Sell
-2,020
Closed -$75K 1329
2022
Q1
$75K Hold
2,020
0.04% 412
2021
Q4
$72K Buy
+2,020
New +$68.1K 0.04% 439

Other funds holding XLU

Fortitude Advisory Group's XLU Position: Q2 2022 in Review

Fortitude Advisory Group sold out of State Street Utilities Select Sector SPDR ETF (XLU) in Q2 2022, closing a stake of 2,020 shares — an estimated $75K sold.

Fortitude Advisory Group first reported a position in XLU in Q4 2021 and held it in 2 quarters. The position peaked at $75K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold XLU as of Q2 2022.

  • Fortitude Advisory Group reported no remaining State Street Utilities Select Sector SPDR ETF position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 2,020 State Street Utilities Select Sector SPDR ETF shares in Q2 2022, an estimated $75K.
  • Fortitude Advisory Group first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's State Street Utilities Select Sector SPDR ETF position peaked at $75K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.