SSWM
FUTY icon

Smith Salley Wealth Management’s Fidelity MSCI Utilities Index ETF FUTY Stock Holding History

Smith Salley Wealth Management’s Portfolio FUTY Stock Details FUTY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$785K Sell
13,437
-198
-1% -$11.6K 0.03% 171
2026
Q1 		$805K Buy
13,635
+170
+1% +$9.86K 0.04% 163
2025
Q4 		$744K Sell
13,465
-32
-0.2% -$1.83K 0.04% 167
2025
Q3 		$762K Sell
13,497
-102
-0.8% -$5.57K 0.04% 164
2025
Q2 		$715K Buy
13,599
+65
+0.5% +$3.34K 0.04% 161
2025
Q1 		$690K Buy
13,534
+60
+0.4% +$3.02K 0.05% 158
2024
Q4 		$657K Sell
13,474
-626
-4% -$31.9K 0.04% 161
2024
Q3 		$731K Buy
14,100
+327
+2% +$15.6K 0.05% 156
2024
Q2 		$605K Buy
13,773
+117
+0.9% +$5.18K 0.04% 158
2024
Q1 		$579K Sell
13,656
-45
-0.3% -$1.81K 0.04% 157
2023
Q4 		$560K Sell
13,701
-622
-4% -$24.4K 0.04% 173
2023
Q3 		$543K Buy
14,323
+668
+5% +$27.7K 0.04% 167
2023
Q2 		$577K Buy
13,655
+678
+5% +$29.5K 0.04% 156
2023
Q1 		$569K Buy
12,977
+119
+0.9% +$5.23K 0.05% 161
2022
Q4 		$586K Sell
12,858
-354
-3% -$15.6K 0.05% 157
2022
Q3 		$558K Buy
13,212
+324
+3% +$15.3K 0.05% 156
2022
Q2 		$582K Buy
12,888
+608
+5% +$28.3K 0.05% 156
2022
Q1 		$588K Sell
12,280
-1,530
-11% -$68.5K 0.04% 174
2021
Q4 		$640K Buy
13,810
+837
+6% +$36.5K 0.05% 175
2021
Q3 		$534K Buy
12,973
+2,735
+27% +$118K 0.04% 180
2021
Q2 		$420K Buy
10,238
+502
+5% +$21.3K 0.03% 194
2021
Q1 		$404K Buy
9,736
+1,348
+16% +$54.3K 0.04% 187
2020
Q4 		$340K Buy
8,388
+805
+11% +$32.7K 0.03% 182
2020
Q3 		$288K Buy
7,583
+372
+5% +$14.2K 0.03% 167
2020
Q2 		$263K Buy
7,211
+190
+3% +$7.08K 0.04% 167
2020
Q1 		$252K Buy
7,021
+176
+3% +$7.32K 0.04% 158
2019
Q4 		$290K Sell
6,845
-2,466
-26% -$103K 0.04% 169
2019
Q3 		$396K Buy
9,311
+445
+5% +$18K 0.06% 140
2019
Q2 		$348K Buy
8,866
+99
+1% +$3.83K 0.05% 148
2019
Q1 		$336K Buy
8,767
+2,224
+34% +$81.5K 0.05% 145
2018
Q4 		$228K Buy
+6,543
New +$234K 0.04% 157

Other funds holding FUTY

TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
NCM
Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return
CSIA
Conrad Siegel Investment Advisors Harrisburg, Pennsylvania $615M AUM 21.19% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $299M AUM 22.87% 1-Year Est. Return
TFS
Targeted Financial Services Seminole, Florida $136M AUM
YWM
Yoder Wealth Management Walnut Creek, California $256M AUM 23.47% 1-Year Est. Return
WAAG
Wealth Alliance Advisory Group Wichita, Kansas $691M AUM 24.37% 1-Year Est. Return
HPWM
High Point Wealth Management Chester, New Jersey $122M AUM
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

Smith Salley Wealth Management's FUTY Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Fidelity MSCI Utilities Index ETF (FUTY) stake by 1.5% in Q2 2026, selling an estimated $11.6K and leaving 13,437 shares worth $785K. The position accounts for 0.03% of the portfolio, ranked #171.

Smith Salley Wealth Management first reported a position in FUTY in Q4 2018 and has held it in 31 quarters since. The position peaked at $805K in Q1 2026. 72 funds tracked by Wall St. Rank hold FUTY as of Q2 2026.

  • Smith Salley Wealth Management held 13,437 shares of Fidelity MSCI Utilities Index ETF worth $785K as of Q2 2026.
  • Smith Salley Wealth Management sold 198 Fidelity MSCI Utilities Index ETF shares in Q2 2026, an estimated $11.6K.
  • Fidelity MSCI Utilities Index ETF made up 0.03% of Smith Salley Wealth Management's portfolio in Q2 2026, its #171 holding.
  • Smith Salley Wealth Management first reported a position in Fidelity MSCI Utilities Index ETF in Q4 2018 and has held it in 31 quarters since.
  • Smith Salley Wealth Management's Fidelity MSCI Utilities Index ETF position peaked at $805K in Q1 2026.
  • 72 funds tracked by Wall St. Rank held Fidelity MSCI Utilities Index ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.