Fulcrum Equity Management Utilities Sector Spdr Transaction History

Fulcrum Equity Management

$115 Million
Q3 2024

A detailed history of Fulcrum Equity Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fulcrum Equity Management holds 11,838 shares of XLU stock, worth $945,145. This represents 0.83% of its overall portfolio holdings.

Number of Shares

11,838

Previous 7,005 68.99%

Holding current value

$945,145

Previous $477,000 100.42%

% of portfolio

0.83%

Previous 0.44%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 21, 2024	BUY	$67.67 - $80.78 $327,049 - $390,409	4,833 Added 68.99%	11,838 $956,000
Q2 2024 Jul 19, 2024	BUY	$62.77 - $72.87 $439,703 - $510,454	7,005 New	7,005 $477,000
Q3 2022 Oct 11, 2022	BUY	$65.51 - $78.12 $45,857 - $54,684	700 Added 17.36%	4,733 $310,000
Q2 2022 Jul 18, 2022	BUY	$64.87 - $76.96 $261,620 - $310,379	4,033 New	4,033 $283,000
Q1 2021 Apr 05, 2021	SELL	$58.36 - $64.15 $1.97 Million - $2.17 Million	-33,779 Closed	0 $0
Q4 2020 Feb 22, 2021	BUY	$59.98 - $66.76 $2.03 Million - $2.26 Million	33,779 New	33,779 $2.12 Million
Q4 2019 Feb 12, 2020	SELL	$61.37 - $64.82 $82,726 - $87,377	-1,348 Closed	0 $0
Q3 2019 Nov 05, 2019	BUY	$62.5 - $64.93 $84,250 - $87,525	1,348 New	1,348 $87,000

Others Institutions Holding XLU

# of Institutions

1,541

Shares Held

154M

Call Options Held

17.9M

Put Options Held

36.6M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Fulcrum Equity Management Utilities Sector Spdr Transaction History