Fortitude Family Office’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
$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

Fortitude Family Office's XLU Position: Q2 2026 in Review

Fortitude Family Office reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 15% in Q2 2026, selling an estimated $44.2K and leaving 5,359 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #120.

Fortitude Family Office first reported a position in XLU in Q3 2024 and has held it in 8 quarters since. The position peaked at $291K in Q1 2026. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

  • Fortitude Family Office held 5,359 shares of State Street Utilities Select Sector SPDR ETF worth $243K as of Q2 2026.
  • Fortitude Family Office sold 975 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $44.2K.
  • State Street Utilities Select Sector SPDR ETF made up 0.05% of Fortitude Family Office's portfolio in Q2 2026, its #120 holding.
  • Fortitude Family Office first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2024 and has held it in 8 quarters since.
  • Fortitude Family Office's State Street Utilities Select Sector SPDR ETF position peaked at $291K in Q1 2026.
  • 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.