Select Sector Spdr Trust

Robertson Stephens Wealth Management, LLC XLU

Report date

12/31/2025

Quarter

2025 Q4

Filed

2/2/2026

Shares

211,651

Value ($000)

9,035

Weight

0.3%

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	9,035	0.3%	211,651	12/31/2025
2025 Q3	11/12/2025	7,380	0.2%	84,618	9/30/2025
2025 Q2	7/24/2025	7,939	0.3%	97,223	6/30/2025
2025 Q1	4/17/2025	7,667	0.3%	97,237	3/31/2025
2024 Q4	1/27/2025	6,709	0.2%	88,634	12/31/2024
2024 Q3	11/12/2024	7,063	0.3%	87,432	9/30/2024
2024 Q2	8/13/2024	1,230	0.1%	18,045	6/30/2024
2024 Q1	5/15/2024	1,915	0.1%	29,167	3/31/2024
2023 Q4	2/6/2024	1,632	0.1%	25,774	12/31/2023
2023 Q3	11/13/2023	974	0.1%	16,522	9/30/2023
2023 Q2	8/11/2023	840	0.1%	12,843	6/30/2023
2023 Q1	5/11/2023	668	0.1%	9,863	3/31/2023
2022 Q4	2/14/2023	891	0.1%	12,638	12/31/2022
2022 Q3	11/14/2022	921	0.1%	14,068	9/30/2022
2022 Q2	8/12/2022	1,099	0.1%	15,681	6/30/2022
2022 Q1	5/16/2022	1,158	0.1%	15,564	3/31/2022
2021 Q4	2/14/2022	1,033	0.1%	14,439	12/31/2021
2021 Q3	11/10/2021	648	0.1%	10,158	9/30/2021
2021 Q2	8/17/2021	667	0.1%	10,550	6/30/2021
2021 Q1	5/7/2021	658	0.1%	10,277	3/31/2021
2020 Q4	2/10/2021	894	0.2%	14,259	12/31/2020
2020 Q3	11/10/2020	826	0.2%	13,922	9/30/2020
2020 Q2	8/12/2020	1,152	0.3%	20,423	6/30/2020
2020 Q1	5/1/2020	1,283	0.4%	23,150	3/31/2020
2019 Q4	2/14/2020	884	0.4%	13,694	12/31/2019