Select Sector Spdr Trust

Robertson Stephens Wealth Management, LLC XLE

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

60,719

Value ($000)

2,715

Weight

0.1%

2020 Q1 - 2025 Q4 (24 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	2,715	0.1%	60,719	12/31/2025
2025 Q3	11/12/2025	2,594	0.1%	29,032	9/30/2025
2025 Q2	7/24/2025	2,751	0.1%	32,432	6/30/2025
2025 Q1	4/17/2025	3,202	0.1%	34,268	3/31/2025
2024 Q4	1/27/2025	7,361	0.3%	85,932	12/31/2024
2024 Q3	11/12/2024	3,153	0.1%	35,913	9/30/2024
2024 Q2	8/13/2024	3,286	0.2%	36,046	6/30/2024
2024 Q1	5/15/2024	3,825	0.2%	40,510	3/31/2024
2023 Q4	2/6/2024	2,941	0.2%	35,078	12/31/2023
2023 Q3	11/13/2023	3,547	0.2%	39,244	9/30/2023
2023 Q2	8/11/2023	3,411	0.2%	42,017	6/30/2023
2023 Q1	5/11/2023	3,559	0.3%	42,967	3/31/2023
2022 Q4	2/14/2023	3,032	0.3%	34,658	12/31/2022
2022 Q3	11/14/2022	2,904	0.3%	40,326	9/30/2022
2022 Q2	8/12/2022	4,006	0.4%	56,026	6/30/2022
2022 Q1	5/16/2022	4,215	0.4%	55,145	3/31/2022
2021 Q4	2/14/2022	3,195	0.3%	57,582	12/31/2021
2021 Q3	11/10/2021	1,867	0.2%	35,850	9/30/2021
2021 Q2	8/17/2021	1,897	0.2%	35,215	6/30/2021
2021 Q1	5/7/2021	1,711	0.3%	34,895	3/31/2021
2020 Q4	2/10/2021	1,308	0.3%	34,515	12/31/2020
2020 Q3	11/10/2020	1,084	0.3%	36,217	9/30/2020
2020 Q2	8/12/2020	1,532	0.4%	40,479	6/30/2020
2020 Q1	5/1/2020	1,351	0.5%	46,505	3/31/2020