SELECT SECTOR SPDR TR

Ticker: XLU CUSIP: 81369Y886 Class: SBI INT-UTILS

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

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

Q4 2025
Shares 211,651 Value ($000) $9,035 Avg Close Range
Q3 2025
Shares 84,618 Value ($000) $7,380 Avg Close Range
Q2 2025
Shares 97,223 Value ($000) $7,939 Avg Close Range
Q1 2025
Shares 97,237 Value ($000) $7,667 Avg Close Range
Q4 2024
Shares 88,634 Value ($000) $6,709 Avg Close Range
Q3 2024
Shares 87,432 Value ($000) $7,063 Avg Close Range
Q2 2024
Shares 18,045 Value ($000) $1,230 Avg Close Range
Q1 2024
Shares 29,167 Value ($000) $1,915 Avg Close Range
Q4 2023
Shares 25,774 Value ($000) $1,632 Avg Close Range
Q3 2023
Shares 16,522 Value ($000) $974 Avg Close Range
Q2 2023
Shares 12,843 Value ($000) $840 Avg Close Range
Q1 2023
Shares 9,863 Value ($000) $668 Avg Close Range
Q4 2022
Shares 12,638 Value ($000) $891 Avg Close Range
Q3 2022
Shares 14,068 Value ($000) $921 Avg Close Range
Q2 2022
Shares 15,681 Value ($000) $1,099 Avg Close Range
Q1 2022
Shares 15,564 Value ($000) $1,158 Avg Close Range
Q4 2021
Shares 14,439 Value ($000) $1,033 Avg Close Range
Q3 2021
Shares 10,158 Value ($000) $648 Avg Close Range
Q2 2021
Shares 10,550 Value ($000) $667 Avg Close Range
Q1 2021
Shares 10,277 Value ($000) $658 Avg Close Range
Q4 2020
Shares 14,259 Value ($000) $894 Avg Close Range
Q3 2020
Shares 13,922 Value ($000) $826 Avg Close Range
Q2 2020
Shares 20,423 Value ($000) $1,152 Avg Close Range
Q1 2020
Shares 23,150 Value ($000) $1,283 Avg Close Range
Q4 2019
Shares 13,694 Value ($000) $884 Avg Close Range
Q3 2019
Shares 10,717 Value ($000) $694 Avg Close Range
Q2 2019
Shares 4,036 Value ($000) $241 Avg Close Range
Q1 2019
Shares 5,963 Value ($000) $347 Avg Close Range
Q4 2018
Shares 6,633 Value ($000) $351 Avg Close Range