Energy Select Sector SPDR shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of Energy Select Sector SPDR (XLE) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in Energy Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Energy Select Sector SPDR held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Energy Select Sector SPDR by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $267k | 3.1k | 84.81 |
| 2025-03-31 | $294k | 3.1k | 93.45 |
| 2024-12-31 | $270k | 3.1k | 85.66 |
| 2024-09-30 | $457k | 5.2k | 87.81 |
| 2024-06-30 | $896k | 9.8k | 91.15 |
| 2024-03-31 | $389k | 4.1k | 94.41 |
| 2023-12-31 | $666k | 7.9k | 83.84 |
| 2023-09-30 | $567k | 6.3k | 90.39 |
| 2023-06-30 | $547k | 6.7k | 81.17 |
| 2023-03-31 | $850k | 10k | 82.83 |
| 2022-12-31 | $879k | 10k | 87.47 |
| 2022-09-30 | $857k | 12k | 72.06 |
| 2022-06-30 | $887k | 12k | 71.51 |
| 2022-03-31 | $899k | 12k | 76.45 |
| 2021-12-31 | $878k | 16k | 55.49 |
| 2021-09-30 | $835k | 16k | 52.06 |
| 2021-06-30 | $899k | 17k | 53.85 |
| 2021-03-31 | $825k | 17k | 49.07 |
| 2019-09-30 | $6.0k | 103 | 58.25 |