Robertson Stephens Wealth Management’s State Street Industrial Select Sector SPDR ETF XLI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$25.7M	Sell	138,817 -3,672	-3%	-$638K	0.63%	29
2026 Q1	$23M	Buy	142,489 +8,995	+7%	+$1.51M	0.65%	30
2025 Q4	$20.7M	Buy	133,494 +3,595	+3%	+$553K	0.54%	34
2025 Q3	$20M	Sell	129,899 -16,164	-11%	-$2.45M	0.61%	33
2025 Q2	$21.5M	Buy	146,063 +84,590	+138%	+$11.5M	0.69%	30
2025 Q1	$8.06M	Sell	61,473 -31,192	-34%	-$4.21M	0.28%	70
2024 Q4	$12.2M	Sell	92,665 -30,159	-25%	-$4.16M	0.43%	49
2024 Q3	$16.6M	Buy	122,824 +74,253	+153%	+$9.44M	0.6%	39
2024 Q2	$5.92M	Sell	48,571 -79,290	-62%	-$9.77M	0.3%	60
2024 Q1	$16.1M	Buy	127,861 +33,212	+35%	+$3.91M	0.85%	23
2023 Q4	$10.8M	Sell	94,649 -7,159	-7%	-$751K	0.66%	30
2023 Q3	$10.3M	Buy	101,808 +8,053	+9%	+$862K	0.7%	28
2023 Q2	$10.1M	Buy	93,755 +40,152	+75%	+$4.04M	0.71%	27
2023 Q1	$5.42M	Sell	53,603 -3,203	-6%	-$322K	0.42%	48
2022 Q4	$5.58M	Buy	56,806 +15,517	+38%	+$1.48M	0.54%	43
2022 Q3	$3.42M	Sell	41,289 -98	-0.2%	-$9.02K	0.36%	56
2022 Q2	$3.61M	Sell	41,387 -2,291	-5%	-$216K	0.34%	60
2022 Q1	$4.5M	Buy	43,678 +1,720	+4%	+$175K	0.38%	52
2021 Q4	$4.44M	Buy	41,958 +2,675	+7%	+$278K	0.37%	61
2021 Q3	$3.84M	Buy	39,283 +476	+1%	+$48.9K	0.43%	47
2021 Q2	$3.97M	Buy	38,807 +1,011	+3%	+$104K	0.48%	42
2021 Q1	$3.72M	Buy	37,796 +3,597	+11%	+$329K	0.6%	35
2020 Q4	$3.03M	Buy	34,199 +979	+3%	+$82.5K	0.63%	35
2020 Q3	$2.56M	Sell	33,220 -14,116	-30%	-$1.06M	0.63%	34
2020 Q2	$3.25M	Sell	47,336 -8,571	-15%	-$556K	0.94%	26
2020 Q1	$3.3M	Buy	55,907 +31,225	+127%	+$2.35M	1.13%	22
2019 Q4	$2.01M	Buy	24,682 +8,014	+48%	+$640K	1.01%	27
2019 Q3	$1.29M	Buy	16,668 +4,615	+38%	+$354K	0.66%	34
2019 Q2	$933K	Sell	12,053 -8,040	-40%	-$611K	0.91%	31
2019 Q1	$1.51M	Buy	20,093 +17	+0.1%	+$1.23K	1.29%	22
2018 Q4	$1.29M	Buy	+20,076	New	+$1.42M	1.29%	22

Other funds holding XLI

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

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

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

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

Greenwood Gearhart Fayetteville, Arkansas $2.15B AUM 25.78% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its State Street Industrial Select Sector SPDR ETF (XLI) stake by 2.6% in Q2 2026, selling an estimated $638K and leaving 138,817 shares worth $25.7M. The position accounts for 0.63% of the portfolio, ranked #29.

Robertson Stephens Wealth Management first reported a position in XLI in Q4 2018 and has held it in 31 quarters since. 776 funds tracked by Wall St. Rank hold XLI as of Q2 2026.

Robertson Stephens Wealth Management held 138,817 shares of State Street Industrial Select Sector SPDR ETF worth $25.7M as of Q2 2026.
Robertson Stephens Wealth Management sold 3,672 State Street Industrial Select Sector SPDR ETF shares in Q2 2026, an estimated $638K.
State Street Industrial Select Sector SPDR ETF made up 0.63% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #29 holding.
Robertson Stephens Wealth Management first reported a position in State Street Industrial Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
776 funds tracked by Wall St. Rank held State Street Industrial Select Sector SPDR ETF as of Q2 2026.

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