Robertson Stephens Wealth Management’s State Street Utilities Select Sector SPDR ETF XLU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.56M	Sell	78,522 -12,354	-14%	-$560K	0.09%	156
2026 Q1	$4.17M	Sell	90,876 -120,775	-57%	-$5.42M	0.12%	138
2025 Q4	$9.04M	Buy	211,651 +42,415	+25%	+$1.88M	0.24%	81
2025 Q3	$7.38M	Sell	169,236 -25,210	-13%	-$1.07M	0.22%	83
2025 Q2	$7.94M	Sell	194,446 -28	-0%	-$1.12K	0.25%	76
2025 Q1	$7.67M	Buy	194,474 +17,206	+10%	+$672K	0.26%	72
2024 Q4	$6.71M	Buy	177,268 +2,404	+1%	+$95.4K	0.24%	83
2024 Q3	$7.06M	Buy	174,864 +138,774	+385%	+$5.15M	0.26%	85
2024 Q2	$1.23M	Sell	36,090 -22,244	-38%	-$764K	0.06%	197
2024 Q1	$1.91M	Buy	58,334 +6,786	+13%	+$212K	0.1%	162
2023 Q4	$1.63M	Buy	51,548 +18,504	+56%	+$566K	0.1%	162
2023 Q3	$974K	Buy	33,044 +7,358	+29%	+$237K	0.07%	213
2023 Q2	$840K	Buy	25,686 +5,960	+30%	+$201K	0.06%	213
2023 Q1	$668K	Sell	19,726 -5,550	-22%	-$188K	0.05%	255
2022 Q4	$891K	Sell	25,276 -2,860	-10%	-$97.2K	0.09%	189
2022 Q3	$921K	Sell	28,136 -3,226	-10%	-$118K	0.1%	159
2022 Q2	$1.1M	Buy	31,362 +234	+0.8%	+$8.47K	0.1%	152
2022 Q1	$1.16M	Buy	31,128 +2,250	+8%	+$78K	0.1%	166
2021 Q4	$1.03M	Buy	28,878 +8,562	+42%	+$289K	0.09%	181
2021 Q3	$648K	Sell	20,316 -784	-4%	-$26.2K	0.07%	173
2021 Q2	$667K	Buy	21,100 +546	+3%	+$17.9K	0.08%	173
2021 Q1	$658K	Sell	20,554 -7,964	-28%	-$247K	0.11%	152
2020 Q4	$894K	Buy	28,518 +674	+2%	+$21.3K	0.19%	92
2020 Q3	$826K	Sell	27,844 -13,002	-32%	-$386K	0.2%	93
2020 Q2	$1.15M	Sell	40,846 -5,454	-12%	-$157K	0.33%	62
2020 Q1	$1.28M	Buy	46,300 +18,912	+69%	+$605K	0.44%	54
2019 Q4	$884K	Buy	27,388 +5,954	+28%	+$189K	0.45%	44
2019 Q3	$694K	Buy	21,434 +13,362	+166%	+$412K	0.35%	57
2019 Q2	$241K	Sell	8,072 -3,854	-32%	-$113K	0.23%	64
2019 Q1	$347K	Sell	11,926 -1,340	-10%	-$37.3K	0.3%	49
2018 Q4	$351K	Buy	+13,266	New	+$361K	0.35%	43

Other funds holding XLU

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

FMI

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

SCB

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

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

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

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

PAG

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

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

Rational Advisors Huntington, New York $1.09B AUM 11.58% 1-Year Est. Return

CTI

Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return

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

Robertson Stephens Wealth Management reduced its State Street Utilities Select Sector SPDR ETF (XLU) stake by 14% in Q2 2026, selling an estimated $560K and leaving 78,522 shares worth $3.56M. The position accounts for 0.09% of the portfolio, ranked #156.

Robertson Stephens Wealth Management first reported a position in XLU in Q4 2018 and has held it in 31 quarters since. The position peaked at $9.04M in Q4 2025. 721 funds tracked by Wall St. Rank hold XLU as of Q2 2026.

Robertson Stephens Wealth Management held 78,522 shares of State Street Utilities Select Sector SPDR ETF worth $3.56M as of Q2 2026.
Robertson Stephens Wealth Management sold 12,354 State Street Utilities Select Sector SPDR ETF shares in Q2 2026, an estimated $560K.
State Street Utilities Select Sector SPDR ETF made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #156 holding.
Robertson Stephens Wealth Management first reported a position in State Street Utilities Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's State Street Utilities Select Sector SPDR ETF position peaked at $9.04M in Q4 2025.
721 funds tracked by Wall St. Rank held State Street Utilities Select Sector SPDR ETF as of Q2 2026.

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