Fulcrum Equity Management SPY Holdings History
Fulcrum Equity Management's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Fulcrum Equity Management held 5,236.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $2.93 Mil. This investment constitutes 3.2% of their stock portfolio, and Fulcrum Equity Management now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2019Q1. And since then Fulcrum Equity Management has made 12 purchases of SPY, at an average price of $352.76, for a total of 255,874.00 shares. In addition, there have been 12 sales at an average price of $415.65 for 250,638.00 shares. Based on historical transaction data and SPY's current price of $614.91, Fulcrum Equity Management's estimated gain on his SPY holdings is $17.13 Mil, reflecting a 18.98% gain to date.
Fulcrum Equity Management SPY ($614.91) Holding Chart
Fulcrum Equity Management SPY ($614.91) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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