SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

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

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

Q4 2025
Shares 38,363 Value ($000) $2,101 Avg Close — Range —
Q3 2025
Shares 36,021 Value ($000) $1,940 Avg Close — Range —
Q2 2025
Shares 36,467 Value ($000) $1,910 Avg Close — Range —
Q1 2025
Shares 46,009 Value ($000) $2,292 Avg Close — Range —
Q4 2024
Shares 47,217 Value ($000) $2,282 Avg Close — Range —
Q3 2024
Shares 41,850 Value ($000) $1,897 Avg Close — Range —
Q2 2024
Shares 22,419 Value ($000) $922 Avg Close — Range —
Q1 2024
Shares 19,921 Value ($000) $839 Avg Close — Range —
Q4 2023
Shares 15,280 Value ($000) $575 Avg Close — Range —
Q3 2023
Shares 17,173 Value ($000) $570 Avg Close — Range —
Q2 2023
Shares 18,547 Value ($000) $625 Avg Close — Range —
Q1 2023
Shares 24,022 Value ($000) $772 Avg Close — Range —
Q4 2022
Shares 46,966 Value ($000) $1,606 Avg Close — Range —
Q3 2022
Shares 48,978 Value ($000) $1,487 Avg Close — Range —
Q2 2022
Shares 50,153 Value ($000) $1,577 Avg Close — Range —
Q1 2022
Shares 58,904 Value ($000) $2,257 Avg Close — Range —
Q4 2021
Shares 71,310 Value ($000) $2,785 Avg Close — Range —
Q3 2021
Shares 73,363 Value ($000) $2,753 Avg Close — Range —
Q2 2021
Shares 65,477 Value ($000) $2,402 Avg Close — Range —
Q1 2021
Shares 57,691 Value ($000) $1,964 Avg Close — Range —
Q3 2020
Shares 16,925 Value ($000) $407 Avg Close — Range —
Q2 2020
Shares 19,834 Value ($000) $459 Avg Close — Range —
Q4 2019
Shares 30,904 Value ($000) $951 Avg Close — Range —
Q3 2019
Shares 4,649 Value ($000) $130 Avg Close — Range —