Robertson Stephens Advisors’s State Street Materials Select Sector SPDR ETF XLB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q3
$1.18M Buy
41,604
+14,246
+52% +$392K 1.02% 25
2017
Q2
$736K Buy
27,358
+9,138
+50% +$243K 0.66% 34
2017
Q1
$479K Sell
18,220
-17,944
-50% -$466K 0.43% 54
2016
Q4
$899K Buy
+36,164
New +$878K 0.51% 55

Other funds holding XLB

Robertson Stephens Advisors's XLB Position: Q3 2017 in Review

Robertson Stephens Advisors increased its State Street Materials Select Sector SPDR ETF (XLB) stake by 52% in Q3 2017, buying an estimated $392K and bringing the position to 41,604 shares worth $1.18M. The position accounts for 1.02% of the portfolio, ranked #25.

Robertson Stephens Advisors first reported a position in XLB in Q4 2016 and has held it in 4 quarters since. 409 funds tracked by Wall St. Rank hold XLB as of Q3 2017.

  • Robertson Stephens Advisors held 41,604 shares of State Street Materials Select Sector SPDR ETF worth $1.18M as of Q3 2017.
  • Robertson Stephens Advisors bought 14,246 State Street Materials Select Sector SPDR ETF shares in Q3 2017, an estimated $392K.
  • State Street Materials Select Sector SPDR ETF made up 1.02% of Robertson Stephens Advisors's portfolio in Q3 2017, its #25 holding.
  • Robertson Stephens Advisors first reported a position in State Street Materials Select Sector SPDR ETF in Q4 2016 and has held it in 4 quarters since.
  • 409 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q3 2017.

Based on Robertson Stephens Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.