Fulcrum Equity Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Fulcrum Equity Management's XLU Position: Q2 2026 in Review
Fulcrum Equity Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 25% in Q2 2026, selling an estimated $200K and leaving 13,198 shares worth $598K. The position accounts for 0.44% of the portfolio, ranked #55.
Fulcrum Equity Management first reported a position in XLU in Q3 2019 and has held it in 13 quarters since. The position peaked at $2.12M in Q4 2020. 1,577 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Fulcrum Equity Management held 13,198 shares of State Street Utilities Select Sector SPDR ETF worth $598K as of Q2 2026.
- Fulcrum Equity Management sold 4,420 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $200K.
- State Street Utilities Select Sector SPDR ETF made up 0.44% of Fulcrum Equity Management's portfolio in Q2 2026, its #55 holding.
- Fulcrum Equity Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q3 2019 and has held it in 13 quarters since.
- Fulcrum Equity Management's State Street Utilities Select Sector SPDR ETF position peaked at $2.12M in Q4 2020.
- 1,577 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.