Fulcrum Equity Management Consumer Staples Sector Spdr Transaction History

Fulcrum Equity Management

  • $93.4 Million
  • Q2 2025

A detailed history of Fulcrum Equity Management transactions in Consumer Staples Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 15,432 shares of XLP stock, worth $1.17 Million. This represents 1.26% of its overall portfolio holdings.

Number of Shares
15,432
Previous 8,969 72.06%
Holding current value
$1.17 Million
Previous $682,000 71.99%
% of portfolio
1.26%
Previous 0.77%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 25, 2025
BUY
N/A
6,463 Added 72.06%
15,432 $1.17 Million
Q1 2025

May 01, 2025
BUY
N/A
8,969 New
8,969 $682,000
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
1,383
Shares Held
205M
Call Options Held
5.46M
Put Options Held
43.2M
View Full List

About CONSUMER STAPLES SECTOR SPDR

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

Choose your preferred platform and Sign Up 👇 Telegram Email