Spdr S&p 500 Etf shares owned by Fulcrum Capital
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Fulcrum Capital
from 13F filings
Historical chart of Fulcrum Capital investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Fulcrum Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $620k | 930 | 666.18 |
| 2025-06-30 | $575k | 930 | 617.85 |
| 2025-03-31 | $535k | 957 | 559.39 |
| 2024-12-31 | $545k | 930 | 586.08 |
| 2024-09-30 | $534k | 930 | 573.76 |
| 2024-06-30 | $506k | 930 | 544.22 |
| 2024-03-31 | $487k | 930 | 523.07 |
| 2023-12-31 | $442k | 930 | 475.31 |
| 2023-09-30 | $398k | 930 | 427.48 |
| 2023-06-30 | $412k | 930 | 443.28 |
| 2023-03-31 | $381k | 930 | 409.39 |
| 2022-12-31 | $356k | 930 | 382.43 |
| 2022-09-30 | $332k | 930 | 356.99 |
| 2022-06-30 | $351k | 930 | 377.42 |
| 2022-03-31 | $420k | 930 | 451.61 |
| 2021-12-31 | $487k | 1.0k | 474.66 |
| 2021-09-30 | $457k | 1.1k | 428.71 |
| 2021-06-30 | $634k | 1.5k | 428.38 |
| 2021-03-31 | $587k | 1.5k | 396.62 |
| 2020-12-31 | $611k | 1.6k | 373.93 |
| 2020-09-30 | $547k | 1.6k | 334.76 |
| 2020-06-30 | $609k | 2.0k | 308.35 |
| 2020-03-31 | $509k | 2.0k | 257.72 |
| 2019-12-31 | $655k | 2.0k | 321.87 |
| 2019-09-30 | $2.2M | 7.4k | 296.78 |
| 2019-06-30 | $2.2M | 7.5k | 293.05 |
| 2019-03-31 | $969k | 3.4k | 282.51 |
| 2018-12-31 | $1.2M | 4.7k | 249.84 |
| 2018-09-30 | $1.4M | 4.8k | 290.68 |
| 2018-06-30 | $1.2M | 4.4k | 271.37 |
| 2018-03-31 | $1.2M | 4.5k | 263.17 |
| 2017-12-31 | $1.5M | 5.6k | 266.80 |