Fulcrum Equity Management Consumer Staples Sector Spdr Transaction History

Fulcrum Equity Management

  • $115 Million
  • Q3 2024

A detailed history of Fulcrum Equity Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 7,422 shares of XLP stock, worth $564,368. This represents 0.49% of its overall portfolio holdings.

Number of Shares
7,422
Holding current value
$564,368
% of portfolio
0.49%

Shares

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

Nov 21, 2024
BUY
$76.04 - $76.04 $564,368 - $564,368
7,422 New
7,422 $564,000
Q4 2023

Jan 18, 2024
SELL
$66.22 - $72.3 $85,622 - $93,483
-1,293 Reduced 20.34%
5,063 $364,000
Q3 2023

Nov 13, 2023
SELL
$68.8 - $76.1 $420,024 - $464,590
-6,105 Reduced 48.99%
6,356 $437,000
Q2 2023

Jul 07, 2023
BUY
$72.59 - $77.5 $268,800 - $286,982
3,703 Added 42.28%
12,461 $924,000
Q1 2023

Apr 06, 2023
SELL
$71.11 - $75.78 $152,175 - $162,169
-2,140 Reduced 19.64%
8,758 $654,000
Q4 2022

Jul 07, 2023
SELL
$71.53 - $77.19 $111,801 - $120,647
-1,563 Reduced 12.54%
10,898 $812,000
Q4 2022

Jan 10, 2023
SELL
$71.53 - $77.19 $13,447 - $14,511
-188 Reduced 1.7%
10,898 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-36 Reduced 0.32%
11,086 $740,000
Q2 2022

Jul 18, 2022
SELL
N/A
-1,506 Reduced 11.93%
11,122 $803,000
Q1 2022

Apr 15, 2022
BUY
N/A
12,628 New
12,628 $958,000
Q1 2021

Apr 05, 2021
SELL
N/A
-7,864 Closed
0 $0
Q4 2020

Feb 22, 2021
BUY
N/A
4,325 Added 122.21%
7,864 $530,000
Q3 2020

Oct 27, 2020
BUY
N/A
3,539 New
3,539 $227,000
Q1 2020

Apr 01, 2020
SELL
N/A
-13,300 Closed
0 $0
Q4 2019

Feb 12, 2020
SELL
N/A
-1,085 Reduced 7.54%
13,300 $838,000
Q3 2019

Nov 05, 2019
BUY
N/A
2,817 Added 24.35%
14,385 $884,000
Q2 2019

Aug 12, 2019
SELL
N/A
-575 Reduced 4.74%
11,568 $686,000
Q1 2019

May 03, 2019
BUY
N/A
12,143 New
12,143 $681,000

Others Institutions Holding XLP

# of Institutions
1,314
Shares Held
172M
Call Options Held
13.4M
Put Options Held
18.7M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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