Fulcrum Equity Management
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1737888
PLANO, TX
Position in XLB
as of Mar 31, 2026
· filed Apr 2, 2026
Position Value
$556,066
+$292,853 QoQ
Shares Held
11,128
+307.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
1.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $556,066 | 11,128 | Shares | Sole | 2026-04-02 | |
| 2024-09-30 | $263,213 | 2,731 | Shares | Sole | 2024-11-22 | |
| 2023-09-30 | $404,453 | 5,149 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $268,759 | 3,332 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $917,788 | 10,129 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $837,774 | 10,590 | Shares | Sole | 2022-01-25 | |
| 2021-06-30 | $902,940 | 10,970 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $879,565 | 11,162 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $467,928 | 6,464 | Shares | Sole | 2021-02-22 | |
| 2020-09-30 | $483,536 | 7,598 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $410,228 | 7,280 | Shares | Sole | 2020-08-17 | |
| No filing history on record for this holder in this stock. | ||||||