Robertson Stephens Wealth Management’s State Street Health Care Select Sector SPDR ETF XLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14M	Buy	88,280 +39,712	+82%	+$5.91M	0.34%	55
2026 Q1	$7.12M	Sell	48,568 -145	-0.3%	-$22.4K	0.2%	103
2025 Q4	$7.54M	Buy	48,713 +12,885	+36%	+$1.93M	0.2%	97
2025 Q3	$4.99M	Sell	35,828 -246	-0.7%	-$33.3K	0.15%	102
2025 Q2	$4.86M	Sell	36,074 -57,197	-61%	-$7.72M	0.15%	108
2025 Q1	$13.6M	Buy	93,271 +56,727	+155%	+$8.24M	0.47%	43
2024 Q4	$5.03M	Sell	36,544 -3,635	-9%	-$532K	0.18%	110
2024 Q3	$6.19M	Buy	40,179 +5,559	+16%	+$843K	0.22%	94
2024 Q2	$5.05M	Sell	34,620 -15,345	-31%	-$2.2M	0.25%	72
2024 Q1	$7.38M	Buy	49,965 +1,345	+3%	+$193K	0.39%	47
2023 Q4	$6.63M	Sell	48,620 -2,132	-4%	-$277K	0.4%	47
2023 Q3	$6.53M	Sell	50,752 -636	-1%	-$84.4K	0.44%	44
2023 Q2	$6.82M	Sell	51,388 -2,930	-5%	-$386K	0.48%	42
2023 Q1	$7.03M	Buy	54,318 +21	+0%	+$2.74K	0.54%	36
2022 Q4	$7.38M	Sell	54,297 -8,548	-14%	-$1.13M	0.72%	34
2022 Q3	$7.61M	Sell	62,845 -3,509	-5%	-$452K	0.79%	29
2022 Q2	$8.51M	Sell	66,354 -5,240	-7%	-$687K	0.8%	30
2022 Q1	$9.81M	Buy	71,594 +2,138	+3%	+$283K	0.82%	24
2021 Q4	$9.79M	Buy	69,456 +4,103	+6%	+$545K	0.82%	26
2021 Q3	$8.32M	Buy	65,353 +397	+0.6%	+$52.5K	0.94%	25
2021 Q2	$8.18M	Sell	64,956 -1,830	-3%	-$224K	0.98%	22
2021 Q1	$7.8M	Sell	66,786 -3,085	-4%	-$356K	1.25%	20
2020 Q4	$7.93M	Buy	69,871 +1,305	+2%	+$142K	1.66%	15
2020 Q3	$7.23M	Sell	68,566 -8,249	-11%	-$868K	1.78%	15
2020 Q2	$7.69M	Sell	76,815 -12,811	-14%	-$1.26M	2.22%	10
2020 Q1	$7.94M	Buy	89,626 +1,801	+2%	+$175K	2.71%	9
2019 Q4	$9M	Buy	87,825 +24,283	+38%	+$2.33M	4.54%	6
2019 Q3	$5.73M	Buy	63,542 +21,401	+51%	+$1.95M	2.9%	8
2019 Q2	$3.9M	Sell	42,141 -34,551	-45%	-$3.11M	3.8%	8
2019 Q1	$7.04M	Hold	76,692	–	–	6.01%	4
2018 Q4	$6.63M	Buy	+76,692	New	+$6.94M	6.64%	4

Other funds holding XLV

HIIFS

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

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

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 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

FFA

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

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

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

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

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

Robertson Stephens Wealth Management increased its State Street Health Care Select Sector SPDR ETF (XLV) stake by 82% in Q2 2026, buying an estimated $5.91M and bringing the position to 88,280 shares worth $14M. The position accounts for 0.34% of the portfolio, ranked #55.

Robertson Stephens Wealth Management first reported a position in XLV in Q4 2018 and has held it in 31 quarters since. 868 funds tracked by Wall St. Rank hold XLV as of Q2 2026.

Robertson Stephens Wealth Management held 88,280 shares of State Street Health Care Select Sector SPDR ETF worth $14M as of Q2 2026.
Robertson Stephens Wealth Management bought 39,712 State Street Health Care Select Sector SPDR ETF shares in Q2 2026, an estimated $5.91M.
State Street Health Care Select Sector SPDR ETF made up 0.34% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #55 holding.
Robertson Stephens Wealth Management first reported a position in State Street Health Care Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
868 funds tracked by Wall St. Rank held State Street Health Care Select Sector SPDR ETF as of Q2 2026.

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