Fulcrum Equity Management Spdr S&P 600 Small Cap Growth Transaction History

Fulcrum Equity Management

$93.4 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 12, 2020	SELL	$57.76 - $64.9 $288 - $324	-5 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$59.51 - $62.08 $297 - $310	5 New	5 $0

Others Institutions Holding SLYG

# of Institutions

556

Shares Held

26.8M

Call Options Held

15.4K

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

3.43M
Shares

$321 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

1.84M
Shares

$172 Million
0.01% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

1.31M
Shares

$122 Million
0.23% of portfolio
Ameriprise Financial Inc Minneapolis, MN

999K
Shares

$93.6 Million
0.02% of portfolio
Morgan Stanley New York, NY

717K
Shares

$67.1 Million
0.0% of portfolio

About SPDR S&P 600 SMALL CAP GROWTH

Ticker SLYG
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