Robertson Stephens Wealth Management’s State Street Energy Select Sector SPDR ETF XLE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.5M	Sell	65,809 -54,667	-45%	-$3.13M	0.09%	160
2026 Q1	$7.38M	Buy	120,476 +59,757	+98%	+$3.21M	0.21%	95
2025 Q4	$2.71M	Buy	60,719 +2,655	+5%	+$118K	0.07%	178
2025 Q3	$2.59M	Sell	58,064 -6,800	-10%	-$298K	0.08%	160
2025 Q2	$2.75M	Sell	64,864 -3,672	-5%	-$153K	0.09%	153
2025 Q1	$3.2M	Sell	68,536 -103,328	-60%	-$4.66M	0.11%	151
2024 Q4	$7.36M	Buy	171,864 +100,038	+139%	+$4.55M	0.26%	77
2024 Q3	$3.15M	Sell	71,826 -266	-0.4%	-$11.9K	0.11%	152
2024 Q2	$3.29M	Sell	72,092 -8,928	-11%	-$416K	0.17%	110
2024 Q1	$3.82M	Buy	81,020 +10,864	+15%	+$467K	0.2%	92
2023 Q4	$2.94M	Sell	70,156 -8,332	-11%	-$356K	0.18%	106
2023 Q3	$3.55M	Sell	78,488 -5,546	-7%	-$243K	0.24%	88
2023 Q2	$3.41M	Sell	84,034 -1,900	-2%	-$77.4K	0.24%	94
2023 Q1	$3.56M	Buy	85,934 +16,618	+24%	+$711K	0.27%	80
2022 Q4	$3.03M	Sell	69,316 -11,336	-14%	-$493K	0.3%	81
2022 Q3	$2.9M	Sell	80,652 -31,400	-28%	-$1.19M	0.3%	68
2022 Q2	$4.01M	Buy	112,052 +1,762	+2%	+$70.7K	0.38%	53
2022 Q1	$4.21M	Sell	110,290 -4,874	-4%	-$169K	0.35%	60
2021 Q4	$3.19M	Buy	115,164 +43,464	+61%	+$1.23M	0.27%	87
2021 Q3	$1.87M	Buy	71,700 +1,270	+2%	+$31.5K	0.21%	75
2021 Q2	$1.9M	Buy	70,430 +640	+0.9%	+$16.6K	0.23%	76
2021 Q1	$1.71M	Buy	69,790 +760	+1%	+$17.5K	0.27%	65
2020 Q4	$1.31M	Sell	69,030 -3,404	-5%	-$58.7K	0.27%	68
2020 Q3	$1.08M	Sell	72,434 -8,524	-11%	-$151K	0.27%	70
2020 Q2	$1.53M	Sell	80,958 -12,052	-13%	-$224K	0.44%	51
2020 Q1	$1.35M	Buy	+93,010	New	+$2.21M	0.46%	53

Other funds holding XLE

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its State Street Energy Select Sector SPDR ETF (XLE) stake by 45% in Q2 2026, selling an estimated $3.13M and leaving 65,809 shares worth $3.5M. The position accounts for 0.09% of the portfolio, ranked #160.

Robertson Stephens Wealth Management first reported a position in XLE in Q1 2020 and has held it in 26 quarters since. The position peaked at $7.38M in Q1 2026. 2,042 funds tracked by Wall St. Rank hold XLE as of Q2 2026.

Robertson Stephens Wealth Management held 65,809 shares of State Street Energy Select Sector SPDR ETF worth $3.5M as of Q2 2026.
Robertson Stephens Wealth Management sold 54,667 State Street Energy Select Sector SPDR ETF shares in Q2 2026, an estimated $3.13M.
State Street Energy Select Sector SPDR ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #160 holding.
Robertson Stephens Wealth Management first reported a position in State Street Energy Select Sector SPDR ETF in Q1 2020 and has held it in 26 quarters since.
Robertson Stephens Wealth Management's State Street Energy Select Sector SPDR ETF position peaked at $7.38M in Q1 2026.
2,042 funds tracked by Wall St. Rank held State Street Energy Select Sector SPDR ETF as of Q2 2026.

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