Fulcrum Equity Management Utilities Sector Spdr Transaction History

Fulcrum Equity Management

$95.5 Million
Q4 2024

A detailed history of Fulcrum Equity Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 19,379 shares of XLU stock, worth $1.51 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

19,379

Previous 11,838 63.7%

Holding current value

$1.51 Million

Previous $956,000 53.35%

% of portfolio

1.54%

Previous 0.83%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 24, 2025	BUY	$74.89 - $82.93 $564,745 - $625,375	7,541 Added 63.7%	19,379 $1.47 Million
Q3 2024 Nov 21, 2024	BUY	$67.67 - $80.78 $327,049 - $390,409	4,833 Added 68.99%	11,838 $956,000
Q2 2024 Jul 19, 2024	BUY	$62.77 - $72.87 $439,703 - $510,454	7,005 New	7,005 $477,000
Q3 2022 Oct 11, 2022	BUY	$65.51 - $78.12 $45,857 - $54,684	700 Added 17.36%	4,733 $310,000
Q2 2022 Jul 18, 2022	BUY	$64.87 - $76.96 $261,620 - $310,379	4,033 New	4,033 $283,000
Q1 2021 Apr 05, 2021	SELL	$58.36 - $64.15 $1.97 Million - $2.17 Million	-33,779 Closed	0 $0
Q4 2020 Feb 22, 2021	BUY	$59.98 - $66.76 $2.03 Million - $2.26 Million	33,779 New	33,779 $2.12 Million
Q4 2019 Feb 12, 2020	SELL	$61.37 - $64.82 $82,726 - $87,377	-1,348 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$62.5 - $64.93 $84,250 - $87,525	1,348 New	1,348 $87,000

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

152M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.

Account

Fulcrum Equity Management Utilities Sector Spdr Transaction History