Roman Butler Fullerton & Co’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

Roman Butler Fullerton & Co’s Portfolio XLI Stock Details XLI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-2,670	Closed	-$455K	–	300
2026 Q1	$455K	Buy	+2,670	New	+$448K	0.13%	173
2024 Q4	–	Sell	-4,572	Closed	-$555K	–	273
2024 Q3	$555K	Hold	4,572	–	–	0.17%	134
2024 Q2	$555K	Hold	4,572	–	–	0.18%	119
2024 Q1	$555K	Buy	4,572 +168	+4%	+$19.8K	0.21%	115
2023 Q4	$499K	Buy	+4,404	New	+$462K	0.19%	125

Other funds holding XLI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Roman Butler Fullerton & Co's XLI Position: Q2 2026 in Review

Roman Butler Fullerton & Co sold out of State Street Industrial Select Sector SPDR ETF (XLI) in Q2 2026, closing a stake of 2,670 shares — an estimated $455K sold.

Roman Butler Fullerton & Co first reported a position in XLI in Q4 2023 and held it in 5 quarters. The position peaked at $555K in Q3 2024. 1,650 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Roman Butler Fullerton & Co reported no remaining State Street Industrial Select Sector SPDR ETF position as of Q2 2026 after selling out during the quarter.
Roman Butler Fullerton & Co sold 2,670 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $455K.
Roman Butler Fullerton & Co first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2023 and held it in 5 quarters.
Roman Butler Fullerton & Co's State Street Industrial Select Sector SPDR ETF position peaked at $555K in Q3 2024.
1,650 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.