Fulcrum Equity Management Energy Sector Spdr Transaction History

Fulcrum Equity Management

$88.9 Million
Q1 2025

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 $258,910. This represents 0.33% of its overall portfolio holdings.

Number of Shares

3,149

Previous 3,149 -0.0%

Holding current value

$258,910

Previous $269,000 9.29%

% of portfolio

0.33%

Previous 0.28%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,177

Shares Held

230M

Call Options Held

50.1M

Put Options Held

118M

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About ENERGY SECTOR SPDR

Ticker XLE
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Fulcrum Equity Management Energy Sector Spdr Transaction History