Fulcrum Equity Management Select Sector Spdr Consumer Di Transaction History
Fulcrum Equity Management
- $95.5 Million
- Q4 2024
A detailed history of Fulcrum Equity Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Fulcrum Equity Management holds 8,295 shares of XLY stock, worth $1.54 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
8,295
Previous 2,784
197.95%
Holding current value
$1.54 Million
Previous $557,000
233.93%
% of portfolio
1.95%
Previous 0.49%
Shares
25 transactions
Others Institutions Holding XLY
# of Institutions
1,449Shares Held
81.9MCall Options Held
7.57MPut Options Held
18.1M-
Bank Of America Corp Charlotte, NC18.6MShares$3.44 Billion0.36% of portfolio
-
Jpmorgan Chase & CO New York, NY5.08MShares$941 Million0.09% of portfolio
-
Morgan Stanley New York, NY3.73MShares$691 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA2.96MShares$549 Million0.15% of portfolio
-
Envestnet Asset Management Inc2.67MShares$495 Million0.2% of portfolio