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
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Quarterly reported holdings in Financial Select Sector SPDR by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |