Roman Butler Fullerton & Co’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History
Bought
Maintained
Sold
Other funds holding XLU
Roman Butler Fullerton & Co's XLU Position: Q2 2026 in Review
Roman Butler Fullerton & Co reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 3.3% in Q2 2026, selling an estimated $8.56K and leaving 5,566 shares worth $254K. The position accounts for 0.06% of the portfolio, ranked #250.
Roman Butler Fullerton & Co first reported a position in XLU in Q1 2023 and has held it in 7 quarters since. The position peaked at $672K in Q3 2024. 1,575 funds tracked by Wall St. Rank hold XLU as of Q2 2026.
- Roman Butler Fullerton & Co held 5,566 shares of State Street Utilities Select Sector SPDR ETF worth $254K as of Q2 2026.
- Roman Butler Fullerton & Co sold 189 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $8.56K.
- State Street Utilities Select Sector SPDR ETF made up 0.06% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #250 holding.
- Roman Butler Fullerton & Co first reported a position in State Street Utilities Select Sector SPDR ETF in Q1 2023 and has held it in 7 quarters since.
- Roman Butler Fullerton & Co's State Street Utilities Select Sector SPDR ETF position peaked at $672K in Q3 2024.
- 1,575 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.
Based on Roman Butler Fullerton & Co's 13F filing for Q2 2026, filed 6 Aug 2026.