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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$6.57M	Buy	56,018 +2,686	+5%	+$314K	0.16%	108
2026 Q1	$5.81M	Sell	53,332 -167	-0.3%	-$19.5K	0.16%	113
2025 Q4	$6.39M	Buy	53,499 +14,543	+37%	+$1.72M	0.17%	105
2025 Q3	$4.67M	Sell	38,956 -150	-0.4%	-$17.2K	0.14%	108
2025 Q2	$4.25M	Buy	39,106 +1,330	+4%	+$136K	0.14%	117
2025 Q1	$3.73M	Sell	37,776 -4,060	-10%	-$440K	0.13%	129
2024 Q4	$4.69M	Sell	41,836 -31,810	-43%	-$3.4M	0.17%	114
2024 Q3	$7.38M	Buy	73,646 +29,562	+67%	+$2.76M	0.27%	82
2024 Q2	$4.02M	Sell	44,084 -27,196	-38%	-$2.42M	0.2%	95
2024 Q1	$6.55M	Buy	71,280 +2,872	+4%	+$256K	0.35%	54
2023 Q4	$6.12M	Sell	68,408 -5,052	-7%	-$418K	0.37%	51
2023 Q3	$5.91M	Buy	73,460 +566	+0.8%	+$47.9K	0.4%	50
2023 Q2	$6.19M	Buy	72,894 +8,240	+13%	+$631K	0.44%	47
2023 Q1	$4.83M	Buy	64,654 +14,412	+29%	+$1.03M	0.37%	56
2022 Q4	$3.24M	Sell	50,242 -2,206	-4%	-$154K	0.32%	71
2022 Q3	$3.73M	Sell	52,448 -242	-0.5%	-$18.9K	0.39%	54
2022 Q2	$3.62M	Buy	52,690 +278	+0.5%	+$21.9K	0.34%	59
2022 Q1	$4.85M	Buy	52,412 +2,916	+6%	+$267K	0.41%	45
2021 Q4	$5.06M	Buy	49,496 +5,016	+11%	+$500K	0.43%	51
2021 Q3	$3.99M	Buy	44,480 +436	+1%	+$39.6K	0.45%	46
2021 Q2	$3.93M	Buy	44,044 +672	+2%	+$58.5K	0.47%	45
2021 Q1	$3.64M	Buy	43,372 +1,856	+4%	+$154K	0.58%	38
2020 Q4	$3.34M	Buy	41,516 +1,706	+4%	+$132K	0.7%	32
2020 Q3	$2.92M	Sell	39,810 -2,674	-6%	-$189K	0.72%	29
2020 Q2	$2.71M	Sell	42,484 -10,860	-20%	-$640K	0.78%	32
2020 Q1	$2.62M	Sell	53,344 -41,312	-44%	-$2.44M	0.89%	28
2019 Q4	$5.93M	Buy	94,656 +20,118	+27%	+$1.22M	2.99%	7
2019 Q3	$4.5M	Buy	74,538 +27,168	+57%	+$1.64M	2.28%	10
2019 Q2	$2.82M	Sell	47,370 -19,826	-30%	-$1.16M	2.75%	11
2019 Q1	$3.83M	Hold	67,196	–	–	3.27%	10
2018 Q4	$3.33M	Buy	+67,196	New	+$3.55M	3.33%	9

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Robertson Stephens Wealth Management increased its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 5% in Q2 2026, buying an estimated $314K and bringing the position to 56,018 shares worth $6.57M. The position accounts for 0.16% of the portfolio, ranked #108.

Robertson Stephens Wealth Management first reported a position in XLY in Q4 2018 and has held it in 31 quarters since. The position peaked at $7.38M in Q3 2024. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Robertson Stephens Wealth Management held 56,018 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $6.57M as of Q2 2026.
Robertson Stephens Wealth Management bought 2,686 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $314K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.16% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #108 holding.
Robertson Stephens Wealth Management first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $7.38M in Q3 2024.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

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