Financial Select Sector SPDR shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.1M | 135k | 37.60 |
| 2023-09-30 | $4.5M | 135k | 33.17 |
| 2023-06-30 | $4.9M | 147k | 33.71 |
| 2023-03-31 | $4.8M | 149k | 32.15 |
| 2022-12-31 | $4.8M | 140k | 34.20 |
| 2022-09-30 | $4.2M | 140k | 30.36 |
| 2022-06-30 | $4.2M | 134k | 31.44 |
| 2022-03-31 | $5.6M | 145k | 38.32 |
| 2021-12-31 | $5.6M | 143k | 39.05 |
| 2021-09-30 | $4.8M | 127k | 37.53 |
| 2021-06-30 | $4.6M | 126k | 36.69 |
| 2021-03-31 | $4.1M | 119k | 34.05 |
| 2020-12-31 | $3.2M | 110k | 29.47 |
| 2020-09-30 | $2.4M | 101k | 24.06 |
| 2020-06-30 | $4.3M | 187k | 23.14 |
| 2020-03-31 | $4.4M | 210k | 20.82 |
| 2019-12-31 | $5.5M | 177k | 30.78 |
| 2019-09-30 | $3.8M | 136k | 28.00 |
| 2019-06-30 | $2.5M | 90k | 27.60 |
| 2019-03-31 | $3.4M | 132k | 25.71 |
| 2018-12-31 | $3.2M | 133k | 23.82 |
More positions owned by Robertson Stephens Wealth Management
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