Robertson Stephens Wealth Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$11.2M	Sell	208,672 -18,399	-8%	-$956K	0.28%	68
2026 Q1	$11.2M	Sell	227,071 -129,090	-36%	-$6.73M	0.31%	62
2025 Q4	$19.5M	Sell	356,161 -34,360	-9%	-$1.83M	0.51%	35
2025 Q3	$21M	Sell	390,521 -54,514	-12%	-$2.89M	0.64%	30
2025 Q2	$23.3M	Buy	445,035 +164,183	+58%	+$8.13M	0.74%	26
2025 Q1	$14M	Sell	280,852 -84,330	-23%	-$4.23M	0.48%	42
2024 Q4	$17.6M	Buy	365,182 +23,488	+7%	+$1.14M	0.62%	33
2024 Q3	$15.5M	Buy	341,694 +263,281	+336%	+$11.5M	0.56%	41
2024 Q2	$3.22M	Sell	78,413 -64,001	-45%	-$2.63M	0.16%	113
2024 Q1	$6M	Buy	142,414 +7,089	+5%	+$280K	0.32%	57
2023 Q4	$5.09M	Buy	135,325 +222	+0.2%	+$7.68K	0.31%	57
2023 Q3	$4.48M	Sell	135,103 -11,626	-8%	-$401K	0.3%	70
2023 Q2	$4.95M	Sell	146,729 -2,373	-2%	-$77.4K	0.35%	66
2023 Q1	$4.79M	Buy	149,102 +8,803	+6%	+$306K	0.37%	57
2022 Q4	$4.8M	Buy	140,299 +494	+0.4%	+$16.7K	0.47%	50
2022 Q3	$4.24M	Buy	139,805 +5,786	+4%	+$191K	0.44%	46
2022 Q2	$4.21M	Sell	134,019 -11,078	-8%	-$383K	0.4%	48
2022 Q1	$5.56M	Buy	145,097 +2,546	+2%	+$99.5K	0.47%	40
2021 Q4	$5.57M	Buy	142,551 +15,417	+12%	+$606K	0.47%	46
2021 Q3	$4.77M	Buy	127,134 +1,606	+1%	+$60.1K	0.54%	41
2021 Q2	$4.61M	Buy	125,528 +6,111	+5%	+$224K	0.55%	38
2021 Q1	$4.07M	Buy	119,417 +9,253	+8%	+$297K	0.65%	33
2020 Q4	$3.25M	Buy	110,164 +9,294	+9%	+$249K	0.68%	33
2020 Q3	$2.43M	Sell	100,870 -86,260	-46%	-$2.1M	0.6%	36
2020 Q2	$4.33M	Sell	187,130 -22,873	-11%	-$519K	1.25%	19
2020 Q1	$4.37M	Buy	210,003 +32,903	+19%	+$906K	1.49%	15
2019 Q4	$5.45M	Buy	177,100 +41,435	+31%	+$1.22M	2.75%	8
2019 Q3	$3.8M	Buy	135,665 +45,797	+51%	+$1.26M	1.92%	12
2019 Q2	$2.48M	Sell	89,868 -42,117	-32%	-$1.14M	2.41%	12
2019 Q1	$3.39M	Sell	131,985 -515	-0.4%	-$13.3K	2.9%	12
2018 Q4	$3.16M	Buy	+132,500	New	+$3.44M	3.16%	11

Other funds holding XLF

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

PIA

Petredis Investment Advisors Warrendale, Pennsylvania $1.49B AUM 50.55% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

SCB

Saudi Central Bank Riyadh, Saudi Arabia $7.63B AUM 53.44% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 8.1% in Q2 2026, selling an estimated $956K and leaving 208,672 shares worth $11.2M. The position accounts for 0.28% of the portfolio, ranked #68.

Robertson Stephens Wealth Management first reported a position in XLF in Q4 2018 and has held it in 31 quarters since. The position peaked at $23.3M in Q2 2025. 886 funds tracked by Wall St. Rank hold XLF as of Q2 2026.

Robertson Stephens Wealth Management held 208,672 shares of State Street Financial Select Sector SPDR ETF worth $11.2M as of Q2 2026.
Robertson Stephens Wealth Management sold 18,399 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $956K.
State Street Financial Select Sector SPDR ETF made up 0.28% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #68 holding.
Robertson Stephens Wealth Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's State Street Financial Select Sector SPDR ETF position peaked at $23.3M in Q2 2025.
886 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.

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