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

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

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$222K	Buy
2024 Q4	–	Sell
2024 Q3	$672K	Buy
2024 Q2	$567K	Buy
2023 Q3	–	Sell
2023 Q2	$219K	Sell
2023 Q1	$251K	Buy