Roman Butler Fullerton & Co’s State Street SPDR S&P Telecom ETF XTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$789K	Buy	3,649 +1,419	+64%	+$316K	0.19%	125
2026 Q1	$461K	Sell	2,230 -2,415	-52%	-$423K	0.13%	169
2025 Q4	$763K	Sell	4,645 -82	-2%	-$12.2K	0.2%	120
2025 Q3	$722K	Sell	4,727 -279	-6%	-$35.8K	0.19%	122
2025 Q2	$603K	Buy	+5,006	New	+$509K	0.18%	132
2025 Q1	–	Sell	-5,168	Closed	-$541K	–	252
2024 Q4	$541K	Sell	5,168 -299	-5%	-$31.6K	0.17%	128
2024 Q3	$553K	Buy	+5,467	New	+$489K	0.17%	135

Other funds holding XTL

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

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

PWM

Parkway Wealth Management Plano, Texas $866M AUM

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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

DWP

Destiny Wealth Partners Tavares, Florida $709M AUM 19.96% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Roman Butler Fullerton & Co increased its State Street SPDR S&P Telecom ETF (XTL) stake by 64% in Q2 2026, buying an estimated $316K and bringing the position to 3,649 shares worth $789K. The position accounts for 0.19% of the portfolio, ranked #125.

Roman Butler Fullerton & Co first reported a position in XTL in Q3 2024 and has held it in 7 quarters since. 126 funds tracked by Wall St. Rank hold XTL as of Q2 2026.

Roman Butler Fullerton & Co held 3,649 shares of State Street SPDR S&P Telecom ETF worth $789K as of Q2 2026.
Roman Butler Fullerton & Co bought 1,419 State Street SPDR S&P Telecom ETF shares in Q2 2026, an estimated $316K.
State Street SPDR S&P Telecom ETF made up 0.19% of Roman Butler Fullerton & Co's portfolio in Q2 2026, its #125 holding.
Roman Butler Fullerton & Co first reported a position in State Street SPDR S&P Telecom ETF in Q3 2024 and has held it in 7 quarters since.
126 funds tracked by Wall St. Rank held State Street SPDR S&P Telecom ETF as of Q2 2026.

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