SELECT SECTOR SPDR TR

Ticker: XLV CUSIP: 81369Y209 Class: SBI HEALTHCARE

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 48,713 Value ($000) $7,541 Avg Close Range
Q3 2025
Shares 35,828 Value ($000) $4,986 Avg Close Range
Q2 2025
Shares 36,074 Value ($000) $4,862 Avg Close Range
Q1 2025
Shares 93,271 Value ($000) $13,619 Avg Close Range
Q4 2024
Shares 36,544 Value ($000) $5,027 Avg Close Range
Q3 2024
Shares 40,179 Value ($000) $6,188 Avg Close Range
Q2 2024
Shares 34,620 Value ($000) $5,046 Avg Close Range
Q1 2024
Shares 49,965 Value ($000) $7,381 Avg Close Range
Q4 2023
Shares 48,620 Value ($000) $6,631 Avg Close Range
Q3 2023
Shares 50,752 Value ($000) $6,534 Avg Close Range
Q2 2023
Shares 51,388 Value ($000) $6,821 Avg Close Range
Q1 2023
Shares 54,318 Value ($000) $7,032 Avg Close Range
Q4 2022
Shares 54,297 Value ($000) $7,376 Avg Close Range
Q3 2022
Shares 62,845 Value ($000) $7,611 Avg Close Range
Q2 2022
Shares 66,354 Value ($000) $8,509 Avg Close Range
Q1 2022
Shares 71,594 Value ($000) $9,807 Avg Close Range
Q4 2021
Shares 69,456 Value ($000) $9,785 Avg Close Range
Q3 2021
Shares 65,353 Value ($000) $8,319 Avg Close Range
Q2 2021
Shares 64,956 Value ($000) $8,181 Avg Close Range
Q1 2021
Shares 66,786 Value ($000) $7,796 Avg Close Range
Q4 2020
Shares 69,871 Value ($000) $7,926 Avg Close Range
Q3 2020
Shares 68,566 Value ($000) $7,232 Avg Close Range
Q2 2020
Shares 76,815 Value ($000) $7,686 Avg Close Range
Q1 2020
Shares 89,626 Value ($000) $7,939 Avg Close Range
Q4 2019
Shares 87,825 Value ($000) $9,004 Avg Close Range
Q3 2019
Shares 63,542 Value ($000) $5,727 Avg Close Range
Q2 2019
Shares 42,141 Value ($000) $3,904 Avg Close Range
Q1 2019
Shares 76,692 Value ($000) $7,036 Avg Close Range
Q4 2018
Shares 76,692 Value ($000) $6,635 Avg Close Range