Robertson Stephens Wealth Management, LLC
Position in XLB — State Street Materials Select Sector SPDR ETF
CIK 1767307
San Francisco, CA
Position in XLB
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$1,719,617
+$539,202 QoQ
Shares Held
34,413
+32.2% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in XLB Over Time
Shares Held
Position Value (USD)
All Filings in XLB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,719,617 | 34,413 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,180,415 | 26,029 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $630,118 | 7,031 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $620,641 | 7,068 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $614,842 | 7,151 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $638,875 | 7,593 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $862,986 | 8,954 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $801,678 | 9,078 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,918,642 | 20,655 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,609,264 | 18,813 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,367,162 | 17,405 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,108,430 | 73,711 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,398,735 | 66,932 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $917,245 | 11,808 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $881,545 | 12,962 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,012,588 | 13,758 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,274,031 | 14,453 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,274,882 | 14,070 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $965,933 | 12,210 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $997,103 | 12,114 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,013,762 | 12,865 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $903,571 | 12,482 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $682,348 | 10,722 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $764,500 | 13,567 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $780,813 | 17,336 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||