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

Roman Butler Fullerton & Co’s Portfolio XLY Stock Details XLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6,936
Closed -$829K – 282
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

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return