Fulcrum Equity Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Fulcrum Equity Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.3M	Buy	42,945 +14,633	+52%	+$761K	1.69%	9
2026 Q1	$1.4M	Sell	28,312 -10,051	-26%	-$524K	1.35%	17
2025 Q4	$2.1M	Buy	38,363 +2,342	+7%	+$125K	2.01%	8
2025 Q3	$1.94M	Sell	36,021 -446	-1%	-$23.6K	1.97%	10
2025 Q2	$1.91M	Sell	36,467 -9,542	-21%	-$472K	1.96%	8
2025 Q1	$2.29M	Sell	46,009 -1,208	-3%	-$60.6K	2.5%	9
2024 Q4	$2.28M	Buy	47,217 +5,367	+13%	+$260K	2.26%	5
2024 Q3	$1.9M	Buy	41,850 +19,431	+87%	+$848K	1.6%	7
2024 Q2	$922K	Buy	22,419 +2,498	+13%	+$103K	0.83%	43
2024 Q1	$839K	Buy	19,921 +4,641	+30%	+$183K	0.99%	36
2023 Q4	$575K	Sell	15,280 -1,893	-11%	-$65.5K	0.71%	35
2023 Q3	$570K	Sell	17,173 -1,374	-7%	-$47.3K	0.67%	41
2023 Q2	$625K	Sell	18,547 -5,475	-23%	-$179K	0.73%	35
2023 Q1	$772K	Sell	24,022 -22,944	-49%	-$797K	0.73%	39
2022 Q4	$1.61M	Sell	46,966 -2,012	-4%	-$68.1K	1.32%	27
2022 Q3	$1.49M	Sell	48,978 -1,175	-2%	-$38.8K	1.26%	30
2022 Q2	$1.58M	Sell	50,153 -8,751	-15%	-$302K	1.27%	31
2022 Q1	$2.26M	Sell	58,904 -12,406	-17%	-$485K	1.34%	26
2021 Q4	$2.79M	Sell	71,310 -2,053	-3%	-$80.7K	1.04%	35
2021 Q3	$2.75M	Buy	73,363 +7,886	+12%	+$295K	1.07%	27
2021 Q2	$2.4M	Buy	65,477 +7,786	+13%	+$285K	0.9%	31
2021 Q1	$1.96M	Buy	+57,691	New	+$1.85M	0.78%	46
2020 Q4	–	Sell	-16,925	Closed	-$407K	–	177
2020 Q3	$407K	Sell	16,925 -2,909	-15%	-$70.7K	0.19%	80
2020 Q2	$459K	Buy	+19,834	New	+$450K	0.22%	87
2020 Q1	–	Sell	-30,904	Closed	-$951K	–	92
2019 Q4	$951K	Buy	30,904 +26,255	+565%	+$771K	0.5%	28
2019 Q3	$130K	Buy	+4,649	New	+$128K	0.07%	89

Other funds holding XLF

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

IMZ Advisory Boca Raton, Florida $316M AUM 22.58% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

LFS

Lighthouse Financial Services Brea, California $476M AUM

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Fulcrum Equity Management's XLF Position: Q2 2026 in Review

Fulcrum Equity Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 52% in Q2 2026, buying an estimated $761K and bringing the position to 42,945 shares worth $2.3M. The position accounts for 1.69% of the portfolio, ranked #9.

Fulcrum Equity Management first reported a position in XLF in Q3 2019 and has held it in 26 quarters since. The position peaked at $2.79M in Q4 2021. 341 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Fulcrum Equity Management held 42,945 shares of State Street Financial Select Sector SPDR ETF worth $2.3M as of Q2 2026.
Fulcrum Equity Management bought 14,633 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $761K.
State Street Financial Select Sector SPDR ETF made up 1.69% of Fulcrum Equity Management's portfolio in Q2 2026, its #9 holding.
Fulcrum Equity Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2019 and has held it in 26 quarters since.
Fulcrum Equity Management's State Street Financial Select Sector SPDR ETF position peaked at $2.79M in Q4 2021.
341 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.