SELECT SECTOR SPDR TR

Ticker: XLY CUSIP: 81369Y407 Class: SBI CONS DISCR

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

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

Q4 2025
Shares 53,499 Value ($000) $6,388 Avg Close Range
Q3 2025
Shares 19,478 Value ($000) $4,668 Avg Close Range
Q2 2025
Shares 19,553 Value ($000) $4,249 Avg Close Range
Q1 2025
Shares 18,888 Value ($000) $3,730 Avg Close Range
Q4 2024
Shares 20,918 Value ($000) $4,693 Avg Close Range
Q3 2024
Shares 36,823 Value ($000) $7,378 Avg Close Range
Q2 2024
Shares 22,042 Value ($000) $4,020 Avg Close Range
Q1 2024
Shares 35,640 Value ($000) $6,554 Avg Close Range
Q4 2023
Shares 34,204 Value ($000) $6,116 Avg Close Range
Q3 2023
Shares 36,730 Value ($000) $5,913 Avg Close Range
Q2 2023
Shares 36,447 Value ($000) $6,189 Avg Close Range
Q1 2023
Shares 32,327 Value ($000) $4,834 Avg Close Range
Q4 2022
Shares 25,121 Value ($000) $3,245 Avg Close Range
Q3 2022
Shares 26,224 Value ($000) $3,735 Avg Close Range
Q2 2022
Shares 26,345 Value ($000) $3,621 Avg Close Range
Q1 2022
Shares 26,206 Value ($000) $4,848 Avg Close Range
Q4 2021
Shares 24,748 Value ($000) $5,059 Avg Close Range
Q3 2021
Shares 22,240 Value ($000) $3,991 Avg Close Range
Q2 2021
Shares 22,022 Value ($000) $3,932 Avg Close Range
Q1 2021
Shares 21,686 Value ($000) $3,644 Avg Close Range
Q4 2020
Shares 20,758 Value ($000) $3,337 Avg Close Range
Q3 2020
Shares 19,905 Value ($000) $2,925 Avg Close Range
Q2 2020
Shares 21,242 Value ($000) $2,712 Avg Close Range
Q1 2020
Shares 26,672 Value ($000) $2,616 Avg Close Range
Q4 2019
Shares 47,328 Value ($000) $5,935 Avg Close Range
Q3 2019
Shares 37,269 Value ($000) $4,498 Avg Close Range
Q2 2019
Shares 23,685 Value ($000) $2,823 Avg Close Range
Q1 2019
Shares 33,598 Value ($000) $3,825 Avg Close Range
Q4 2018
Shares 33,598 Value ($000) $3,327 Avg Close Range