Fulcrum Equity Management’s State Street Real Estate Select Sector SPDR ETF XLRE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$210K	Buy	+4,763	New	+$209K	0.15%	134
2024 Q4	–	Sell	-12,370	Closed	-$553K	–	161
2024 Q3	$553K	Buy	+12,370	New	+$521K	0.47%	71
2024 Q2	–	Sell	-8,298	Closed	-$328K	–	151
2024 Q1	$328K	Buy	+8,298	New	+$323K	0.39%	84
2022 Q2	–	Sell	-13,015	Closed	-$629K	–	122
2022 Q1	$629K	Buy	13,015 +567	+5%	+$26.6K	0.37%	50
2021 Q4	$645K	Buy	+12,448	New	+$599K	0.24%	76
2019 Q4	–	Sell	-516	Closed	-$20K	–	234
2019 Q3	$20K	Buy	+516	New	+$19.8K	0.01%	120

Other funds holding XLRE

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Prentice Wealth Management Rochester, New York $484M AUM 13.77% 1-Year Est. Return

Capital Wealth Management W. Warwick, Rhode Island $416M AUM 18.45% 1-Year Est. Return

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

First Merchants Corp Muncie, Indiana $2.84B AUM 15.58% 1-Year Est. Return