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Fulcrum Equity Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Fulcrum Equity Management’s Portfolio XSW Stock Details XSW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,129
Closed -$237K – 178
2020
Q2 		$237K Buy
+2,129
New +$211K 0.11% 130

Other funds holding XSW

RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIG
McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fulcrum Equity Management's XSW Position: Q3 2020 in Review

Fulcrum Equity Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q3 2020, closing a stake of 2,129 shares — an estimated $237K sold.

Fulcrum Equity Management first reported a position in XSW in Q2 2020 and held it in 1 quarter. The position peaked at $237K in Q2 2020. 66 funds tracked by Wall St. Rank hold XSW as of Q3 2020.

  • Fulcrum Equity Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q3 2020 after selling out during the quarter.
  • Fulcrum Equity Management sold 2,129 State Street SPDR S&P Software & Services ETF shares in Q3 2020, an estimated $237K.
  • Fulcrum Equity Management first reported a position in State Street SPDR S&P Software & Services ETF in Q2 2020 and held it in 1 quarter.
  • Fulcrum Equity Management's State Street SPDR S&P Software & Services ETF position peaked at $237K in Q2 2020.
  • 66 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q3 2020.

Based on Fulcrum Equity Management's 13F filing for Q3 2020, filed 27 Oct 2020.