Select Sector Spdr Trust

Robertson Stephens Wealth Management, LLC XLRE

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

8,616

Value ($000)

348

Weight

0.0%

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	348	0.0%	8,616	12/31/2025
2025 Q3	11/12/2025	334	0.0%	7,933	9/30/2025
2025 Q2	7/24/2025	339	0.0%	8,174	6/30/2025
2025 Q1	4/17/2025	691	0.0%	16,517	3/31/2025
2024 Q4	1/27/2025	4,452	0.2%	109,457	12/31/2024
2024 Q3	11/12/2024	9,823	0.4%	219,898	9/30/2024
2024 Q2	8/13/2024	573	0.0%	14,914	6/30/2024
2024 Q1	5/15/2024	651	0.0%	16,481	3/31/2024
2023 Q4	2/6/2024	348	0.0%	8,696	12/31/2023
2023 Q3	11/13/2023	801	0.1%	23,518	9/30/2023
2023 Q2	8/11/2023	889	0.1%	23,582	6/30/2023
2023 Q1	5/11/2023	918	0.1%	24,546	3/31/2023
2022 Q4	2/14/2023	962	0.1%	26,060	12/31/2022
2022 Q3	11/14/2022	536	0.1%	14,885	9/30/2022
2022 Q2	8/12/2022	698	0.1%	17,098	6/30/2022
2022 Q1	5/16/2022	800	0.1%	16,562	3/31/2022
2021 Q4	2/14/2022	791	0.1%	15,269	12/31/2021
2021 Q3	11/10/2021	652	0.1%	14,671	9/30/2021
2021 Q2	8/17/2021	638	0.1%	14,410	6/30/2021
2021 Q1	5/7/2021	456	0.1%	11,569	3/31/2021
2020 Q4	2/10/2021	367	0.1%	10,043	12/31/2020
2020 Q3	11/10/2020	242	0.1%	6,887	9/30/2020
2020 Q2	8/12/2020	502	0.1%	14,425	6/30/2020
2020 Q1	5/1/2020	495	0.2%	15,967	3/31/2020
2019 Q4	2/14/2020	253	0.1%	6,564	12/31/2019