Fortitude Family Office’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

Fortitude Family Office’s Portfolio XLU Stock Details XLU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$211K	Hold	5,359	–	–	0.04%	133
2026 Q2	$243K	Sell	5,359 -975	-15%	-$44.2K	0.05%	120
2026 Q1	$291K	Hold	6,334	–	–	0.06%	107
2025 Q4	$270K	Hold	6,334	–	–	0.06%	122
2025 Q3	$276K	Hold	6,334	–	–	0.07%	118
2025 Q2	$259K	Sell	6,334 -76	-1%	-$3.03K	0.08%	110
2025 Q1	$253K	Hold	6,410	–	–	0.09%	104
2024 Q4	$243K	Hold	6,410	–	–	0.09%	114
2024 Q3	$259K	Buy	+6,410	New	+$238K	0.1%	99

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

BWM

Biltmore Wealth Management Tempe, Arizona $323M AUM 13.82% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

LHWM

Lake Hills Wealth Management Austin, Texas $218M AUM 31.66% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $1.2B AUM 25.57% 1-Year Est. Return

GGS

Galvin Gaustad & Stein Scottsdale, Arizona $1.33B AUM 13.15% 1-Year Est. Return

Fortitude Family Office's XLU Position: Q3 2026 in Review

Fortitude Family Office held its State Street Utilities Select Sector SPDR ETF (XLU) position steady in Q3 2026 at 5,359 shares worth $211K. The position accounts for 0.04% of the portfolio, ranked #133.

Fortitude Family Office first reported a position in XLU in Q3 2024 and has held it in 9 quarters since. The position peaked at $291K in Q1 2026. 252 funds tracked by Wall St. Rank hold XLU as of Q3 2026.

Fortitude Family Office held 5,359 shares of State Street Utilities Select Sector SPDR ETF worth $211K as of Q3 2026.
Fortitude Family Office left its State Street Utilities Select Sector SPDR ETF share count unchanged in Q3 2026.
State Street Utilities Select Sector SPDR ETF made up 0.04% of Fortitude Family Office's portfolio in Q3 2026, its #133 holding.
Fortitude Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 9 quarters since.
Fortitude Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $291K in Q1 2026.
252 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q3 2026.

Based on Fortitude Family Office's 13F filing for Q3 2026, filed 14 Oct 2026.