Fulcrum Equity Management Energy Sector Spdr Transaction History

Fulcrum Equity Management

  • $95.5 Million
  • Q4 2024

A detailed history of Fulcrum Equity Management transactions in Energy Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 3,149 shares of XLE stock, worth $291,062. This represents 0.28% of its overall portfolio holdings.

Number of Shares
3,149
Previous 5,205 39.5%
Holding current value
$291,062
Previous $456,000 41.01%
% of portfolio
0.28%
Previous 0.4%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 24, 2025
SELL
$83.32 - $97.27 $171,305 - $199,987
-2,056 Reduced 39.5%
3,149 $269,000
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

# of Institutions
2,184
Shares Held
232M
Call Options Held
58M
Put Options Held
98.1M
View Full List

About ENERGY SECTOR SPDR

XLE Quotes by TradingView
  • Ticker XLE
  • Sector ETFs
  • Industry ETFs
More about XLE
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