Select Sector Spdr Trust

Robertson Stephens Wealth Management, LLC XLF

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

356,161

Value ($000)

19,507

Weight

0.5%

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	19,507	0.5%	356,161	12/31/2025
2025 Q3	11/12/2025	21,037	0.6%	390,521	9/30/2025
2025 Q2	7/24/2025	23,307	0.8%	445,035	6/30/2025
2025 Q1	4/17/2025	13,989	0.5%	280,852	3/31/2025
2024 Q4	1/27/2025	17,649	0.6%	365,182	12/31/2024
2024 Q3	11/12/2024	15,486	0.6%	341,694	9/30/2024
2024 Q2	8/13/2024	3,224	0.2%	78,413	6/30/2024
2024 Q1	5/15/2024	5,998	0.3%	142,414	3/31/2024
2023 Q4	2/6/2024	5,088	0.3%	135,325	12/31/2023
2023 Q3	11/13/2023	4,481	0.3%	135,103	9/30/2023
2023 Q2	8/11/2023	4,946	0.4%	146,729	6/30/2023
2023 Q1	5/11/2023	4,794	0.4%	149,102	3/31/2023
2022 Q4	2/14/2023	4,798	0.5%	140,299	12/31/2022
2022 Q3	11/14/2022	4,244	0.5%	139,805	9/30/2022
2022 Q2	8/12/2022	4,214	0.4%	134,019	6/30/2022
2022 Q1	5/16/2022	5,560	0.5%	145,097	3/31/2022
2021 Q4	2/14/2022	5,566	0.5%	142,551	12/31/2021
2021 Q3	11/10/2021	4,771	0.6%	127,134	9/30/2021
2021 Q2	8/17/2021	4,605	0.6%	125,528	6/30/2021
2021 Q1	5/7/2021	4,066	0.7%	119,417	3/31/2021
2020 Q4	2/10/2021	3,247	0.7%	110,164	12/31/2020
2020 Q3	11/10/2020	2,427	0.6%	100,870	9/30/2020
2020 Q2	8/12/2020	4,330	1.2%	187,130	6/30/2020
2020 Q1	5/1/2020	4,372	1.5%	210,003	3/31/2020
2019 Q4	2/14/2020	5,451	2.7%	177,100	12/31/2019