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
Tip: Access up to 7 years of quarterly data
All positions including SPDR S&P MidCap 400 ETF held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR S&P MidCap 400 ETF by Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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