Utilities SPDR shares owned by Fulcrum Equity Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Fulcrum Equity Management
from 13F filings
Historical chart of Fulcrum Equity Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Fulcrum Equity Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $1.3M | 16k | 81.66 |
| 2025-03-31 | $297k | 3.8k | 78.85 |
| 2024-12-31 | $1.5M | 19k | 75.69 |
| 2024-09-30 | $956k | 12k | 80.78 |
| 2024-06-30 | $477k | 7.0k | 68.14 |
| 2022-09-30 | $310k | 4.7k | 65.50 |
| 2022-06-30 | $283k | 4.0k | 70.17 |
| 2020-12-31 | $2.1M | 34k | 62.70 |
| 2019-09-30 | $87k | 1.3k | 64.54 |