Select Sector Spdr Trust

Robertson Stephens Wealth Management, LLC XLV

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

48,713

Value ($000)

7,541

Weight

0.2%

2019 Q4 - 2025 Q4 (25 filings)

Shares History

History scope: non-option holdings only (PUT/CALL rows excluded).

All 13F Holders	Filing date	Value ($000s)	% of Holdings	Shares	Reporting period
2025 Q4	2/2/2026	7,541	0.2%	48,713	12/31/2025
2025 Q3	11/12/2025	4,986	0.2%	35,828	9/30/2025
2025 Q2	7/24/2025	4,862	0.2%	36,074	6/30/2025
2025 Q1	4/17/2025	13,619	0.5%	93,271	3/31/2025
2024 Q4	1/27/2025	5,027	0.2%	36,544	12/31/2024
2024 Q3	11/12/2024	6,188	0.2%	40,179	9/30/2024
2024 Q2	8/13/2024	5,046	0.3%	34,620	6/30/2024
2024 Q1	5/15/2024	7,381	0.4%	49,965	3/31/2024
2023 Q4	2/6/2024	6,631	0.4%	48,620	12/31/2023
2023 Q3	11/13/2023	6,534	0.4%	50,752	9/30/2023
2023 Q2	8/11/2023	6,821	0.5%	51,388	6/30/2023
2023 Q1	5/11/2023	7,032	0.5%	54,318	3/31/2023
2022 Q4	2/14/2023	7,376	0.7%	54,297	12/31/2022
2022 Q3	11/14/2022	7,611	0.9%	62,845	9/30/2022
2022 Q2	8/12/2022	8,509	0.8%	66,354	6/30/2022
2022 Q1	5/16/2022	9,807	0.8%	71,594	3/31/2022
2021 Q4	2/14/2022	9,785	0.8%	69,456	12/31/2021
2021 Q3	11/10/2021	8,319	1.0%	65,353	9/30/2021
2021 Q2	8/17/2021	8,181	1.0%	64,956	6/30/2021
2021 Q1	5/7/2021	7,796	1.2%	66,786	3/31/2021
2020 Q4	2/10/2021	7,926	1.7%	69,871	12/31/2020
2020 Q3	11/10/2020	7,232	1.8%	68,566	9/30/2020
2020 Q2	8/12/2020	7,686	2.2%	76,815	6/30/2020
2020 Q1	5/1/2020	7,939	2.7%	89,626	3/31/2020
2019 Q4	2/14/2020	9,004	4.5%	87,825	12/31/2019