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Real Estate Select Sect Spdr shares owned by Fulcrum Equity Management

Quarter-by-quarter ownership of Real Estate Select Sect Spdr (XLRE) shares owned by Fulcrum Equity Management from 13F filings

Historical chart of Fulcrum Equity Management investment in Real Estate Select Sect Spdr

Tip: Access up to 7 years of quarterly data

All positions including Real Estate Select Sect Spdr held by Fulcrum Equity Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Real Estate Select Sect Spdr by Fulcrum Equity Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $328k 8.3k 39.53
2022-03-31 $629k 13k 48.33
2021-12-31 $645k 12k 51.82
2019-09-30 $20k 516 38.76

More positions owned by Fulcrum Equity Management

Ishares Msci World Etf (URTH)
Oneok (OKE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Technology (XLK)
Valero Energy Corporation (VLO)
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
First Tr Nasdaq 100 Tech Ind SHS (QTEC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Davis Fundamental Etf Tr Select Us Eqty (DUSA)

View all positions for Fulcrum Equity Management

Top funds holding Real Estate Select Sect Spdr

Creative Planning
Bank of America Corporation
Harel Insurance Investments & Financial Services
Cassaday & Co Wealth Management
Caisse de depot et placement du Quebec
Bnp Paribas Arbitrage, Snc
Phoenix Holdings
Migdal Insurance & Financial Holdings
Wells Fargo & Company
WCG Wealth Advisors
UBS Group
Baird Financial
Capital Investment Advisors
Advisory Alpha
ALPS Advisors

View all funds holding Real Estate Select Sect Spdr