Fulcrum Equity Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$598K	Sell	13,198 -4,420	-25%	-$200K	0.44%	55
2026 Q1	$808K	Sell	17,618 -2,292	-12%	-$103K	0.78%	31
2025 Q4	$850K	Buy	19,910 +5,034	+34%	+$223K	0.81%	32
2025 Q3	$649K	Sell	14,876 -16,212	-52%	-$686K	0.66%	41
2025 Q2	$1.27M	Buy	31,088 +23,550	+312%	+$938K	1.3%	16
2025 Q1	$297K	Sell	7,538 -31,220	-81%	-$1.22M	0.32%	69
2024 Q4	$1.47M	Buy	38,758 +15,082	+64%	+$598K	1.45%	12
2024 Q3	$956K	Buy	23,676 +9,666	+69%	+$359K	0.81%	41
2024 Q2	$477K	Buy	+14,010	New	+$481K	0.43%	76
2022 Q4	–	Sell	-9,466	Closed	-$310K	–	80
2022 Q3	$310K	Buy	9,466 +1,400	+17%	+$51.3K	0.26%	49
2022 Q2	$283K	Buy	+8,066	New	+$292K	0.23%	54
2021 Q1	–	Sell	-67,558	Closed	-$2.12M	–	214
2020 Q4	$2.12M	Buy	+67,558	New	+$2.14M	0.84%	43
2019 Q4	–	Sell	-2,696	Closed	-$87K	–	235
2019 Q3	$87K	Buy	+2,696	New	+$83.2K	0.04%	98

Other funds holding XLU

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

TAM

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

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

FTS

Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

AIC

Ayalon Insurance Company Ramat Gan, Israel $815M AUM 33.1% 1-Year Est. Return

BHWM

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

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. 268 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.
268 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.