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Robertson Stephens Wealth Management’s State Street Technology Select Sector SPDR ETF XLK Stock Holding History

Robertson Stephens Wealth Management’s Portfolio XLK Stock Details XLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.6M Buy
181,427
+2,413
+1% +$412K 0.85% 22
2026
Q1 		$23.8M Sell
179,014
-32,258
-15% -$4.55M 0.67% 28
2025
Q4 		$30.4M Buy
211,272
+71,430
+51% +$10.3M 0.79% 23
2025
Q3 		$19.7M Buy
139,842
+14,512
+12% +$1.92M 0.6% 34
2025
Q2 		$15.9M Sell
125,330
-86,024
-41% -$9.55M 0.5% 41
2025
Q1 		$21.8M Sell
211,354
-46,686
-18% -$5.29M 0.75% 26
2024
Q4 		$30M Buy
258,040
+16,844
+7% +$1.96M 1.06% 17
2024
Q3 		$27.2M Sell
241,196
-18,766
-7% -$2.06M 0.99% 22
2024
Q2 		$29.4M Sell
259,962
-75,210
-22% -$7.92M 1.48% 13
2024
Q1 		$34.9M Buy
335,172
+44,322
+15% +$4.48M 1.85% 11
2023
Q4 		$28M Buy
290,850
+39,390
+16% +$3.51M 1.7% 12
2023
Q3 		$20.6M Buy
251,460
+3,420
+1% +$293K 1.39% 14
2023
Q2 		$21.6M Buy
248,040
+41,814
+20% +$3.3M 1.53% 14
2023
Q1 		$15.6M Buy
206,226
+1,530
+0.7% +$105K 1.2% 16
2022
Q4 		$12.7M Buy
204,696
+16,652
+9% +$1.06M 1.24% 13
2022
Q3 		$11.2M Sell
188,044
-11,408
-6% -$779K 1.17% 18
2022
Q2 		$12.7M Sell
199,452
-24,722
-11% -$1.72M 1.2% 18
2022
Q1 		$17.8M Buy
224,174
+9,630
+4% +$756K 1.5% 15
2021
Q4 		$18.7M Buy
214,544
+16,210
+8% +$1.33M 1.57% 12
2021
Q3 		$14.8M Sell
198,334
-3,368
-2% -$260K 1.67% 13
2021
Q2 		$14.9M Buy
201,702
+6,350
+3% +$445K 1.79% 12
2021
Q1 		$13M Buy
195,352
+13,376
+7% +$883K 2.07% 11
2020
Q4 		$11.8M Buy
181,976
+6,620
+4% +$403K 2.47% 9
2020
Q3 		$10.2M Sell
175,356
-32,012
-15% -$1.81M 2.51% 10
2020
Q2 		$10.8M Sell
207,368
-34,276
-14% -$1.61M 3.13% 7
2020
Q1 		$9.71M Sell
241,644
-1,672
-0.7% -$76.3K 3.32% 6
2019
Q4 		$11.2M Buy
243,316
+56,058
+30% +$2.4M 5.62% 3
2019
Q3 		$7.54M Buy
187,258
+65,464
+54% +$2.62M 3.82% 6
2019
Q2 		$4.75M Sell
121,794
-142,452
-54% -$5.43M 4.62% 6
2019
Q1 		$9.78M Hold
264,246
– – 8.36% 1
2018
Q4 		$8.19M Buy
+264,246
New +$8.94M 8.19% 2

Other funds holding XLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
CCA
Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its State Street Technology Select Sector SPDR ETF (XLK) stake by 1.3% in Q2 2026, buying an estimated $412K and bringing the position to 181,427 shares worth $34.6M. The position accounts for 0.85% of the portfolio, ranked #22.

Robertson Stephens Wealth Management first reported a position in XLK in Q4 2018 and has held it in 31 quarters since. The position peaked at $34.9M in Q1 2024. 1,313 funds tracked by Wall St. Rank hold XLK as of Q2 2026.

  • Robertson Stephens Wealth Management held 181,427 shares of State Street Technology Select Sector SPDR ETF worth $34.6M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 2,413 State Street Technology Select Sector SPDR ETF shares in Q2 2026, an estimated $412K.
  • State Street Technology Select Sector SPDR ETF made up 0.85% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #22 holding.
  • Robertson Stephens Wealth Management first reported a position in State Street Technology Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
  • Robertson Stephens Wealth Management's State Street Technology Select Sector SPDR ETF position peaked at $34.9M in Q1 2024.
  • 1,313 funds tracked by Wall St. Rank held State Street Technology Select Sector SPDR ETF as of Q2 2026.

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