Fulcrum Equity Management Spdr S&P Software & Services E Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Oct 27, 2020	SELL	$108.86 - $128.69 $231,762 - $273,981	-2,129 Closed	0 $0
Q2 2020 Aug 17, 2020	BUY	$75.71 - $112.17 $161,186 - $238,809	2,129 New	2,129 $237,000

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$82.8 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$25.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$16.6 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$14.5 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$13 Million
1.5% of portfolio

About SPDR S&P SOFTWARE & SERVICES E

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