Fulcrum Equity Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
Other funds holding SPY
Fulcrum Equity Management's SPY Position: Q2 2026 in Review
Fulcrum Equity Management opened a new position in State Street SPDR S&P 500 ETF Trust (SPY) in Q2 2026: 398 shares worth $297K. The stake represents 0.22% of the portfolio and ranks #112 among its holdings. This is a return to the name: Fulcrum Equity Management previously reported a position in SPY as recently as Q4 2025.
Fulcrum Equity Management first reported a position in SPY in Q1 2019 and has held it in 28 quarters since. The position peaked at $43.6M in Q2 2020. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.
- Fulcrum Equity Management held 398 shares of State Street SPDR S&P 500 ETF Trust worth $297K as of Q2 2026.
- State Street SPDR S&P 500 ETF Trust was a new Fulcrum Equity Management position in Q2 2026.
- State Street SPDR S&P 500 ETF Trust made up 0.22% of Fulcrum Equity Management's portfolio in Q2 2026, its #112 holding.
- Fulcrum Equity Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q1 2019 and has held it in 28 quarters since.
- Fulcrum Equity Management's State Street SPDR S&P 500 ETF Trust position peaked at $43.6M in Q2 2020.
- 4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.
Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.