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

Robertson Stephens Wealth Management’s Portfolio XLB Stock Details XLB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57M	Sell	30,924 -3,489	-10%	-$179K	0.04%	241
2026 Q1	$1.72M	Buy	34,413 +8,384	+32%	+$421K	0.05%	226
2025 Q4	$1.18M	Buy	26,029 +11,967	+85%	+$529K	0.03%	269
2025 Q3	$630K	Sell	14,062 -74	-0.5%	-$3.35K	0.02%	317
2025 Q2	$621K	Sell	14,136 -166	-1%	-$7.04K	0.02%	334
2025 Q1	$615K	Sell	14,302 -884	-6%	-$38.6K	0.02%	334
2024 Q4	$639K	Sell	15,186 -2,722	-15%	-$126K	0.02%	322
2024 Q3	$863K	Sell	17,908 -248	-1%	-$11.3K	0.03%	304
2024 Q2	$802K	Sell	18,156 -23,154	-56%	-$1.05M	0.04%	259
2024 Q1	$1.92M	Buy	41,310 +3,684	+10%	+$158K	0.1%	161
2023 Q4	$1.61M	Buy	37,626 +2,816	+8%	+$113K	0.1%	165
2023 Q3	$1.37M	Sell	34,810 -112,612	-76%	-$4.62M	0.09%	169
2023 Q2	$6.11M	Buy	147,422 +13,558	+10%	+$539K	0.43%	49
2023 Q1	$5.4M	Buy	133,864 +110,248	+467%	+$4.46M	0.42%	49
2022 Q4	$917K	Sell	23,616 -2,308	-9%	-$88.6K	0.09%	186
2022 Q3	$881K	Sell	25,924 -1,592	-6%	-$59.9K	0.09%	166
2022 Q2	$1.01M	Sell	27,516 -1,390	-5%	-$58.2K	0.1%	157
2022 Q1	$1.27M	Buy	28,906 +766	+3%	+$32.7K	0.11%	156
2021 Q4	$1.27M	Buy	28,140 +3,720	+15%	+$161K	0.11%	156
2021 Q3	$965K	Buy	24,420 +192	+0.8%	+$7.98K	0.11%	123
2021 Q2	$997K	Sell	24,228 -1,502	-6%	-$63.3K	0.12%	119
2021 Q1	$1.01M	Buy	25,730 +766	+3%	+$28.9K	0.16%	101
2020 Q4	$903K	Buy	24,964 +3,520	+16%	+$121K	0.19%	90
2020 Q3	$682K	Sell	21,444 -5,690	-21%	-$177K	0.17%	113
2020 Q2	$764K	Sell	27,134 -7,538	-22%	-$198K	0.22%	81
2020 Q1	$781K	Buy	34,672 +21,318	+160%	+$585K	0.27%	79
2019 Q4	$410K	Buy	13,354 +830	+7%	+$24.5K	0.21%	76
2019 Q3	$364K	Buy	+12,524	New	+$361K	0.18%	88

Other funds holding XLB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Robertson Stephens Wealth Management's XLB Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street Materials Select Sector SPDR ETF (XLB) stake by 10% in Q2 2026, selling an estimated $179K and leaving 30,924 shares worth $1.57M. The position accounts for 0.04% of the portfolio, ranked #241.

Robertson Stephens Wealth Management first reported a position in XLB in Q3 2019 and has held it in 28 quarters since. The position peaked at $6.11M in Q2 2023. 926 funds tracked by Wall St. Rank hold XLB as of Q2 2026.

Robertson Stephens Wealth Management held 30,924 shares of State Street Materials Select Sector SPDR ETF worth $1.57M as of Q2 2026.
Robertson Stephens Wealth Management sold 3,489 State Street Materials Select Sector SPDR ETF shares in Q2 2026, an estimated $179K.
State Street Materials Select Sector SPDR ETF made up 0.04% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #241 holding.
Robertson Stephens Wealth Management first reported a position in State Street Materials Select Sector SPDR ETF in Q3 2019 and has held it in 28 quarters since.
Robertson Stephens Wealth Management's State Street Materials Select Sector SPDR ETF position peaked at $6.11M in Q2 2023.
926 funds tracked by Wall St. Rank held State Street Materials Select Sector SPDR ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.