Financial Select Sector SPDR shares owned by Roman Butler Fullerton & Co
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Roman Butler Fullerton & Co
from 13F filings
Historical chart of Roman Butler Fullerton & Co investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Roman Butler Fullerton & Co
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 22k | 52.09 |
| 2025-06-30 | $1.1M | 20k | 53.44 |
| 2025-03-31 | $432k | 9.1k | 47.27 |
| 2024-12-31 | $958k | 19k | 51.41 |
| 2024-09-30 | $916k | 20k | 46.90 |
| 2024-06-30 | $841k | 20k | 41.91 |
| 2024-03-31 | $740k | 18k | 40.87 |
| 2023-12-31 | $709k | 18k | 38.65 |
| 2023-09-30 | $243k | 7.3k | 33.21 |
| 2023-06-30 | $278k | 7.9k | 35.12 |
| 2023-03-31 | $257k | 7.9k | 32.57 |
| 2022-12-31 | $282k | 7.9k | 35.88 |
| 2022-09-30 | $240k | 7.9k | 30.34 |
| 2022-06-30 | $251k | 7.9k | 31.83 |
| 2022-03-31 | $322k | 8.4k | 38.33 |
| 2021-12-31 | $341k | 8.7k | 39.03 |
| 2021-09-30 | $307k | 7.8k | 39.55 |
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