SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 19,910 Value ($000) $850 Avg Close — Range —
Q3 2025
Shares 7,438 Value ($000) $649 Avg Close — Range —
Q2 2025
Shares 15,544 Value ($000) $1,269 Avg Close — Range —
Q1 2025
Shares 3,769 Value ($000) $297 Avg Close — Range —
Q4 2024
Shares 19,379 Value ($000) $1,467 Avg Close — Range —
Q3 2024
Shares 11,838 Value ($000) $956 Avg Close — Range —
Q2 2024
Shares 7,005 Value ($000) $477 Avg Close — Range —
Q3 2022
Shares 4,733 Value ($000) $310 Avg Close — Range —
Q2 2022
Shares 4,033 Value ($000) $283 Avg Close — Range —
Q4 2020
Shares 33,779 Value ($000) $2,118 Avg Close — Range —
Q3 2019
Shares 1,348 Value ($000) $87 Avg Close — Range —