Robertson Stephens Wealth Management, LLC Industrial Sector Spdr Transaction History
Robertson Stephens Wealth Management, LLC
- $3.07 Billion
- Q2 2025
A detailed history of Robertson Stephens Wealth Management, LLC transactions in Industrial Sector Spdr stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 146,063 shares of XLI stock, worth $22.6 Million. This represents 0.7% of its overall portfolio holdings.
Number of Shares
146,063
Previous 61,473
137.61%
Holding current value
$22.6 Million
Previous $8 Million
169.34%
% of portfolio
0.7%
Previous 0.28%
Shares
27 transactions
Others Institutions Holding XLI
# of Institutions
1,588Shares Held
138MCall Options Held
20.2MPut Options Held
54.2M-
Bank Of America Corp Charlotte, NC15.6MShares$2.42 Billion0.17% of portfolio
-
Jpmorgan Chase & CO New York, NY9.48MShares$1.47 Billion0.1% of portfolio
-
Morgan Stanley New York, NY9.01MShares$1.4 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY7.87MShares$1.22 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.13MShares$949 Million0.19% of portfolio