A detailed history of Fulcrum Equity Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 5,205 shares of XLE stock, worth $438,104. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,205
Previous 9,834 47.07%
Holding current value
$438,104
Previous $896,000 49.11%
% of portfolio
0.4%
Previous 0.83%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 21, 2024

SELL
$84.35 - $93.39 $390,456 - $432,302
-4,629 Reduced 47.07%
5,205 $456,000
Q2 2024

Jul 19, 2024

BUY
$88.04 - $98.08 $502,708 - $560,036
5,710 Added 138.46%
9,834 $896,000
Q1 2024

Apr 24, 2024

SELL
$79.91 - $94.41 $304,776 - $360,079
-3,814 Reduced 48.05%
4,124 $389,000
Q4 2023

Jan 18, 2024

BUY
$81.2 - $91.96 $135,279 - $153,205
1,666 Added 26.56%
7,938 $665,000
Q3 2023

Nov 13, 2023

SELL
$79.09 - $93.36 $37,172 - $43,879
-470 Reduced 6.97%
6,272 $566,000
Q2 2023

Jul 07, 2023

SELL
$76.59 - $87.23 $269,213 - $306,613
-3,515 Reduced 34.27%
6,742 $547,000
Q1 2023

Apr 06, 2023

BUY
$76.97 - $93.11 $16,394 - $19,832
213 Added 2.12%
10,257 $849,000
Q4 2022

Jul 07, 2023

BUY
$76.09 - $94.08 $251,249 - $310,652
3,302 Added 48.98%
10,044 $878,000
Q4 2022

Jan 10, 2023

SELL
$76.09 - $94.08 $140,690 - $173,953
-1,849 Reduced 15.55%
10,044 $0
Q3 2022

Oct 11, 2022

SELL
$67.49 - $84.09 $34,487 - $42,969
-511 Reduced 4.12%
11,893 $857,000
Q2 2022

Jul 18, 2022

BUY
$70.66 - $92.28 $45,575 - $59,520
645 Added 5.49%
12,404 $887,000
Q1 2022

Apr 15, 2022

SELL
$57.22 - $78.75 $232,484 - $319,961
-4,063 Reduced 25.68%
11,759 $899,000
Q4 2021

Jan 25, 2022

SELL
$53.01 - $59.14 $11,450 - $12,774
-216 Reduced 1.35%
15,822 $878,000
Q3 2021

Jan 25, 2022

SELL
$45.79 - $54.81 $30,084 - $36,010
-657 Reduced 3.94%
16,038 $835,000
Q2 2021

Jul 15, 2021

SELL
$47.07 - $56.19 $5,507 - $6,574
-117 Reduced 0.7%
16,695 $899,000
Q1 2021

Apr 05, 2021

BUY
$37.96 - $53.57 $638,183 - $900,618
16,812 New
16,812 $825,000
Q4 2019

Feb 12, 2020

SELL
$55.9 - $61.99 $5,757 - $6,384
-103 Closed
0 $0
Q3 2019

Nov 05, 2019

BUY
$59.2 - $63.13 $6,097 - $6,502
103 New
103 $6,000

Others Institutions Holding XLE

About ENERGY SECTOR SPDR


  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
Track This Portfolio

Track Fulcrum Equity Management Portfolio

Follow Fulcrum Equity Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Fulcrum Equity Management, based on Form 13F filings with the SEC.

News

Stay updated on Fulcrum Equity Management with notifications on news.