Roman Butler Fullerton & Co’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
– Sell
-6,936
Closed -$829K – 281
2025
Q3
$829K Buy
6,936
+1,186
+21% +$136K 0.22% 113
2025
Q2
$646K Buy
5,750
+3,478
+153% +$356K 0.19% 127
2025
Q1
$215K Sell
2,272
-4,012
-64% -$435K 0.08% 207
2024
Q4
$727K Buy
+6,284
New +$672K 0.23% 104
2024
Q3
– Sell
-6,548
Closed -$627K – 267
2024
Q2
$627K Buy
6,548
+640
+11% +$56.9K 0.2% 108
2024
Q1
$504K Buy
5,908
+506
+9% +$45.1K 0.19% 124
2023
Q4
$464K Buy
+5,402
New +$447K 0.18% 134

Other funds holding XLY

Roman Butler Fullerton & Co's XLY Position: Q4 2025 in Review

Roman Butler Fullerton & Co sold out of State Street Consumer Discretionary Select Sector SPDR ETF (XLY) in Q4 2025, closing a stake of 6,936 shares — an estimated $829K sold.

Roman Butler Fullerton & Co first reported a position in XLY in Q4 2023 and held it in 7 quarters. The position peaked at $829K in Q3 2025. 1,363 funds tracked by Wall St. Rank hold XLY as of Q4 2025.

  • Roman Butler Fullerton & Co reported no remaining State Street Consumer Discretionary Select Sector SPDR ETF position as of Q4 2025 after selling out during the quarter.
  • Roman Butler Fullerton & Co sold 6,936 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q4 2025, an estimated $829K.
  • Roman Butler Fullerton & Co first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2023 and held it in 7 quarters.
  • Roman Butler Fullerton & Co's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $829K in Q3 2025.
  • 1,363 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q4 2025.

Based on Roman Butler Fullerton & Co's 13F filing for Q4 2025, filed 26 Jan 2026.