SELECT SECTOR SPDR TR

Ticker: XLI CUSIP: 81369Y704 Class: INDL

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

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

Q4 2025
Shares 133,494 Value ($000) $20,708 Avg Close Range
Q3 2025
Shares 129,899 Value ($000) $20,034 Avg Close Range
Q2 2025
Shares 146,063 Value ($000) $21,547 Avg Close Range
Q1 2025
Shares 61,473 Value ($000) $8,057 Avg Close Range
Q4 2024
Shares 92,665 Value ($000) $12,210 Avg Close Range
Q3 2024
Shares 122,824 Value ($000) $16,635 Avg Close Range
Q2 2024
Shares 48,571 Value ($000) $5,919 Avg Close Range
Q1 2024
Shares 127,861 Value ($000) $16,105 Avg Close Range
Q4 2023
Shares 94,649 Value ($000) $10,789 Avg Close Range
Q3 2023
Shares 101,808 Value ($000) $10,321 Avg Close Range
Q2 2023
Shares 93,755 Value ($000) $10,062 Avg Close Range
Q1 2023
Shares 53,603 Value ($000) $5,424 Avg Close Range
Q4 2022
Shares 56,806 Value ($000) $5,579 Avg Close Range
Q3 2022
Shares 41,289 Value ($000) $3,420 Avg Close Range
Q2 2022
Shares 41,387 Value ($000) $3,614 Avg Close Range
Q1 2022
Shares 43,678 Value ($000) $4,497 Avg Close Range
Q4 2021
Shares 41,958 Value ($000) $4,439 Avg Close Range
Q3 2021
Shares 39,283 Value ($000) $3,843 Avg Close Range
Q2 2021
Shares 38,807 Value ($000) $3,973 Avg Close Range
Q1 2021
Shares 37,796 Value ($000) $3,721 Avg Close Range
Q4 2020
Shares 34,199 Value ($000) $3,028 Avg Close Range
Q3 2020
Shares 33,220 Value ($000) $2,557 Avg Close Range
Q2 2020
Shares 47,336 Value ($000) $3,252 Avg Close Range
Q1 2020
Shares 55,907 Value ($000) $3,299 Avg Close Range
Q4 2019
Shares 24,682 Value ($000) $2,010 Avg Close Range
Q3 2019
Shares 16,668 Value ($000) $1,294 Avg Close Range
Q2 2019
Shares 12,053 Value ($000) $933 Avg Close Range
Q1 2019
Shares 20,093 Value ($000) $1,508 Avg Close Range
Q4 2018
Shares 20,076 Value ($000) $1,293 Avg Close Range