Fulcrum Equity Management’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$301K Sell
1,323
-31
-2% -$6.9K 0.22% 110
2026
Q1
$255K Buy
+1,354
New +$237K 0.25% 103
2025
Q4
Sell
-6,665
Closed -$933K 128
2025
Q3
$933K Buy
+6,665
New +$855K 0.94% 26
2025
Q2
Sell
-10,900
Closed -$1.09M 128
2025
Q1
$1.09M Buy
10,900
+2,628
+32% +$281K 1.19% 21
2024
Q4
$885K Buy
+8,272
New +$875K 0.88% 37

Other funds holding XTL

Fulcrum Equity Management's XTL Position: Q2 2026 in Review

Fulcrum Equity Management reduced its State Street SPDR S&P Telecom ETF (XTL) stake by 2.3% in Q2 2026, selling an estimated $6.9K and leaving 1,323 shares worth $301K. The position accounts for 0.22% of the portfolio, ranked #110.

Fulcrum Equity Management first reported a position in XTL in Q4 2024 and has held it in 5 quarters since. The position peaked at $1.09M in Q1 2025. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

  • Fulcrum Equity Management held 1,323 shares of State Street SPDR S&P Telecom ETF worth $301K as of Q2 2026.
  • Fulcrum Equity Management sold 31 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $6.9K.
  • State Street SPDR S&P Telecom ETF made up 0.22% of Fulcrum Equity Management's portfolio in Q2 2026, its #110 holding.
  • Fulcrum Equity Management first reported a position in State Street SPDR S&P Telecom ETF in Q4 2024 and has held it in 5 quarters since.
  • Fulcrum Equity Management's State Street SPDR S&P Telecom ETF position peaked at $1.09M in Q1 2025.
  • 126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.