Fulcrum Equity Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Buy |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $1.47M | Buy |
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|
2024
Q3 | $956K | Buy |
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|
2024
Q2 | $477K | Buy |
|
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $310K | Buy |
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|
2022
Q2 | $283K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2.12M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $87K | Buy |
|