SPDR S&P MidCap 400 ETF shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of SPDR S&P MidCap 400 ETF (MDY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in SPDR S&P MidCap 400 ETF
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Quarterly reported holdings in SPDR S&P MidCap 400 ETF by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $451k | 755 | 597.65 |
| 2025-06-30 | $429k | 755 | 568.28 |
| 2025-03-31 | $404k | 755 | 534.79 |
| 2024-12-31 | $381k | 666 | 571.66 |
| 2024-09-30 | $481k | 842 | 571.31 |
| 2024-03-31 | $1.2M | 2.2k | 557.41 |
| 2023-12-31 | $1.1M | 2.2k | 509.27 |
| 2023-09-30 | $1.0M | 2.2k | 458.19 |
| 2023-06-30 | $404k | 840 | 480.40 |
| 2023-03-31 | $435k | 947 | 459.60 |
| 2022-12-31 | $419k | 943 | 444.46 |
| 2022-09-30 | $382k | 943 | 405.09 |
| 2022-06-30 | $391k | 943 | 414.63 |
| 2022-03-31 | $464k | 943 | 492.05 |
| 2021-12-31 | $702k | 1.4k | 518.85 |
| 2021-09-30 | $434k | 901 | 481.69 |
| 2021-06-30 | $443k | 901 | 491.68 |
| 2021-03-31 | $430k | 901 | 477.25 |
| 2020-12-31 | $379k | 901 | 420.64 |
| 2020-09-30 | $306k | 901 | 339.62 |
| 2020-06-30 | $293k | 901 | 325.19 |
| 2020-03-31 | $238k | 901 | 264.15 |
| 2019-12-31 | $433k | 1.2k | 376.19 |
| 2019-09-30 | $407k | 1.2k | 353.61 |
| 2019-06-30 | $311k | 874 | 355.84 |
More positions owned by Robertson Stephens Wealth Management
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