Financial Select Sector SPDR shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in Financial Select Sector SPDR
Tip: Access up to 7 years of quarterly data
All positions including Financial Select Sector SPDR held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Financial Select Sector SPDR by Fulcrum Equity Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.9M | 42k | 45.32 |
2024-06-30 | $922k | 22k | 41.11 |
2024-03-31 | $839k | 20k | 42.12 |
2023-12-31 | $575k | 15k | 37.60 |
2023-09-30 | $570k | 17k | 33.17 |
2023-06-30 | $625k | 19k | 33.71 |
2023-03-31 | $772k | 24k | 32.15 |
2022-12-31 | $1.6M | 47k | 34.20 |
2022-09-30 | $1.5M | 49k | 30.36 |
2022-06-30 | $1.6M | 50k | 31.44 |
2022-03-31 | $2.3M | 59k | 38.32 |
2021-12-31 | $2.8M | 71k | 39.05 |
2021-09-30 | $2.8M | 73k | 37.53 |
2021-06-30 | $2.4M | 66k | 36.68 |
2021-03-31 | $2.0M | 58k | 34.04 |
2020-09-30 | $407k | 17k | 24.05 |
2020-06-30 | $459k | 20k | 23.14 |
2019-12-31 | $951k | 31k | 30.77 |
2019-09-30 | $130k | 4.6k | 27.96 |