Fulcrum Equity Management Industrial Sector Spdr Transaction History

Fulcrum Equity Management

  • $108 Million
  • Q2 2024

A detailed history of Fulcrum Equity Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 5,856 shares of XLI stock, worth $813,691. This represents 0.66% of its overall portfolio holdings.

Number of Shares
5,856
Previous 5,199 12.64%
Holding current value
$813,691
Previous $654,000 9.02%
% of portfolio
0.66%
Previous 0.8%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024
BUY
$120.47 - $125.94 $79,148 - $82,742
657 Added 12.64%
5,856 $713,000
Q1 2024

Apr 24, 2024
BUY
$110.23 - $125.96 $212,854 - $243,228
1,931 Added 59.09%
5,199 $654,000
Q4 2023

Jan 18, 2024
SELL
$96.44 - $114.13 $517,593 - $612,535
-5,367 Reduced 62.15%
3,268 $372,000
Q3 2023

Nov 13, 2023
BUY
$100.74 - $110.75 $304,234 - $334,465
3,020 Added 53.78%
8,635 $875,000
Q2 2023

Jul 07, 2023
SELL
$96.85 - $107.32 $172,877 - $191,566
-1,785 Reduced 24.12%
5,615 $602,000
Q1 2023

Apr 06, 2023
SELL
$96.51 - $103.67 $60,801 - $65,312
-630 Reduced 7.85%
7,400 $748,000
Q4 2022

Jul 07, 2023
BUY
$84.74 - $102.33 $204,647 - $247,126
2,415 Added 43.01%
8,030 $788,000
Q4 2022

Jan 10, 2023
SELL
$84.74 - $102.33 $58,470 - $70,607
-690 Reduced 7.91%
8,030 $0
Q3 2022

Oct 11, 2022
SELL
$82.84 - $100.53 $13,751 - $16,687
-166 Reduced 1.87%
8,720 $722,000
Q2 2022

Jul 18, 2022
SELL
$85.56 - $102.18 $402,388 - $480,552
-4,703 Reduced 34.61%
8,886 $776,000
Q1 2022

Apr 15, 2022
SELL
$95.6 - $107.05 $6,309 - $7,065
-66 Reduced 0.48%
13,589 $1.4 Million
Q4 2021

Jan 25, 2022
SELL
$98.64 - $107.12 $300,556 - $326,394
-3,047 Reduced 18.24%
13,655 $1.45 Million
Q3 2021

Jan 25, 2022
BUY
$97.84 - $105.53 $227,282 - $245,146
2,323 Added 16.16%
16,702 $1.63 Million
Q2 2021

Jul 15, 2021
SELL
$98.78 - $105.53 $12,841 - $13,718
-130 Reduced 0.9%
14,379 $1.47 Million
Q1 2021

Apr 05, 2021
BUY
$84.77 - $98.77 $962,563 - $1.12 Million
11,355 Added 360.02%
14,509 $1.43 Million
Q4 2020

Feb 22, 2021
SELL
$74.87 - $89.65 $2,171 - $2,599
-29 Reduced 0.91%
3,154 $279,000
Q3 2020

Oct 27, 2020
BUY
$67.14 - $79.9 $213,706 - $254,321
3,183 New
3,183 $245,000
Q1 2020

Apr 01, 2020
SELL
$48.77 - $85.23 $133,629 - $233,530
-2,740 Closed
0 $0
Q4 2019

Feb 12, 2020
BUY
$74.07 - $82.5 $105,031 - $116,985
1,418 Added 107.26%
2,740 $223,000
Q3 2019

Nov 05, 2019
BUY
$77.22 - $79.35 $102,084 - $104,900
1,322 New
1,322 $103,000

Others Institutions Holding XLI

# of Institutions
1,434
Shares Held
131M
Call Options Held
22.5M
Put Options Held
32.6M
View Full List

About INDUSTRIAL SECTOR SPDR

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