Robertson Stephens Wealth Management’s State Street Consumer Staples Select Sector SPDR ETF XLP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.67M	Buy	32,174 +175	+0.5%	+$14.6K	0.07%	189
2026 Q1	$2.62M	Sell	31,999 -132	-0.4%	-$11.1K	0.07%	182
2025 Q4	$2.5M	Buy	32,131 +7,386	+30%	+$576K	0.07%	192
2025 Q3	$1.94M	Sell	24,745 -29,778	-55%	-$2.41M	0.06%	185
2025 Q2	$4.41M	Sell	54,523 -35,502	-39%	-$2.88M	0.14%	113
2025 Q1	$7.35M	Buy	90,025 +62,218	+224%	+$4.97M	0.25%	76
2024 Q4	$2.19M	Sell	27,807 -68,334	-71%	-$5.55M	0.08%	187
2024 Q3	$7.98M	Buy	96,141 +60,302	+168%	+$4.84M	0.29%	76
2024 Q2	$2.74M	Sell	35,839 -20,243	-36%	-$1.54M	0.14%	121
2024 Q1	$4.28M	Buy	56,082 +15,912	+40%	+$1.18M	0.23%	80
2023 Q4	$2.89M	Buy	40,170 +3,728	+10%	+$258K	0.18%	108
2023 Q3	$2.51M	Buy	36,442 +8,896	+32%	+$651K	0.17%	121
2023 Q2	$2.04M	Buy	27,546 +1,057	+4%	+$79.3K	0.14%	127
2023 Q1	$1.98M	Buy	26,489 +752	+3%	+$55K	0.15%	125
2022 Q4	$1.92M	Sell	25,737 -924	-3%	-$67.3K	0.19%	108
2022 Q3	$1.78M	Sell	26,661 -935	-3%	-$68.5K	0.19%	102
2022 Q2	$1.99M	Sell	27,596 -913	-3%	-$68.5K	0.19%	104
2022 Q1	$2.16M	Buy	28,509 +772	+3%	+$58.2K	0.18%	106
2021 Q4	$2.14M	Buy	27,737 +3,366	+14%	+$244K	0.18%	108
2021 Q3	$1.68M	Sell	24,371 -129	-0.5%	-$9.2K	0.19%	80
2021 Q2	$1.71M	Buy	24,500 +461	+2%	+$32.3K	0.21%	79
2021 Q1	$1.64M	Buy	24,039 +329	+1%	+$21.6K	0.26%	70
2020 Q4	$1.6M	Buy	23,710 +1,287	+6%	+$85K	0.33%	60
2020 Q3	$1.44M	Sell	22,423 -19,031	-46%	-$1.2M	0.35%	54
2020 Q2	$2.43M	Sell	41,454 -5,345	-11%	-$312K	0.7%	34
2020 Q1	$2.55M	Buy	46,799 +36,627	+360%	+$2.22M	0.87%	30
2019 Q4	$640K	Sell	10,172 -744	-7%	-$45.8K	0.32%	51
2019 Q3	$670K	Buy	10,916 +3,086	+39%	+$186K	0.34%	59
2019 Q2	$455K	Buy	7,830 +2,609	+50%	+$149K	0.44%	42
2019 Q1	$293K	Hold	5,221	–	–	0.25%	54
2018 Q4	$265K	Buy	+5,221	New	+$283K	0.27%	48

Other funds holding XLP

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

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

CCA

Conservest Capital Advisors Wynnewood, Pennsylvania $1.26B AUM 24.75% 1-Year Est. Return

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

TAM

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

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

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

Rockport Wealth Fairview Park, Ohio $595M AUM 23.65% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its State Street Consumer Staples Select Sector SPDR ETF (XLP) stake by 0.55% in Q2 2026, buying an estimated $14.6K and bringing the position to 32,174 shares worth $2.67M. The position accounts for 0.07% of the portfolio, ranked #189.

Robertson Stephens Wealth Management first reported a position in XLP in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.98M in Q3 2024. 559 funds tracked by Wall St. Rank hold XLP as of Q2 2026.

Robertson Stephens Wealth Management held 32,174 shares of State Street Consumer Staples Select Sector SPDR ETF worth $2.67M as of Q2 2026.
Robertson Stephens Wealth Management bought 175 State Street Consumer Staples Select Sector SPDR ETF shares in Q2 2026, an estimated $14.6K.
State Street Consumer Staples Select Sector SPDR ETF made up 0.07% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #189 holding.
Robertson Stephens Wealth Management first reported a position in State Street Consumer Staples Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's State Street Consumer Staples Select Sector SPDR ETF position peaked at $7.98M in Q3 2024.
559 funds tracked by Wall St. Rank held State Street Consumer Staples Select Sector SPDR ETF as of Q2 2026.

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