SELECT SECTOR SPDR TR

Ticker: XLE CUSIP: 81369Y506 Class: ENERGY

Fulcrum Equity Management's Holding History (CIK: 0001737888)

Note: Option positions (PUT/CALL) are excluded.

Q3 2025
Shares 3,094 Value ($000) $276 Avg Close — Range —
Q2 2025
Shares 3,149 Value ($000) $267 Avg Close — Range —
Q1 2025
Shares 3,149 Value ($000) $294 Avg Close — Range —
Q4 2024
Shares 3,149 Value ($000) $270 Avg Close — Range —
Q3 2024
Shares 5,205 Value ($000) $457 Avg Close — Range —
Q2 2024
Shares 9,834 Value ($000) $896 Avg Close — Range —
Q1 2024
Shares 4,124 Value ($000) $389 Avg Close — Range —
Q4 2023
Shares 7,938 Value ($000) $666 Avg Close — Range —
Q3 2023
Shares 6,272 Value ($000) $567 Avg Close — Range —
Q2 2023
Shares 6,742 Value ($000) $547 Avg Close — Range —
Q1 2023
Shares 10,257 Value ($000) $850 Avg Close — Range —
Q4 2022
Shares 10,044 Value ($000) $879 Avg Close — Range —
Q3 2022
Shares 11,893 Value ($000) $857 Avg Close — Range —
Q2 2022
Shares 12,404 Value ($000) $887 Avg Close — Range —
Q1 2022
Shares 11,759 Value ($000) $899 Avg Close — Range —
Q4 2021
Shares 15,822 Value ($000) $878 Avg Close — Range —
Q3 2021
Shares 16,038 Value ($000) $835 Avg Close — Range —
Q2 2021
Shares 16,695 Value ($000) $899 Avg Close — Range —
Q1 2021
Shares 16,812 Value ($000) $825 Avg Close — Range —
Q3 2019
Shares 103 Value ($000) $6 Avg Close — Range —