SPDR S&P Dividend shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of SPDR S&P Dividend (SDY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in SPDR S&P Dividend
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Quarterly reported holdings in SPDR S&P Dividend by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 4.5k | 140.07 |
| 2025-06-30 | $501k | 3.7k | 135.72 |
| 2025-03-31 | $560k | 4.1k | 135.71 |
| 2024-12-31 | $501k | 3.8k | 132.11 |
| 2024-09-30 | $511k | 3.6k | 142.05 |
| 2024-03-31 | $2.7M | 21k | 131.24 |
| 2023-12-31 | $2.6M | 21k | 124.97 |
| 2023-09-30 | $2.4M | 21k | 115.01 |
| 2023-06-30 | $500k | 4.1k | 122.58 |
| 2023-03-31 | $523k | 4.2k | 123.71 |
| 2022-12-31 | $544k | 4.3k | 125.11 |
| 2022-09-30 | $484k | 4.3k | 111.29 |
| 2022-06-30 | $492k | 4.1k | 118.58 |
| 2022-03-31 | $531k | 4.1k | 127.98 |
| 2021-12-31 | $471k | 3.6k | 129.08 |
| 2021-09-30 | $358k | 3.0k | 117.42 |
| 2021-06-30 | $388k | 3.2k | 122.05 |
| 2021-03-31 | $330k | 2.8k | 117.69 |
| 2020-12-31 | $297k | 2.8k | 105.92 |
| 2020-09-30 | $282k | 3.1k | 92.34 |
| 2020-06-30 | $213k | 2.3k | 91.03 |
| 2020-03-31 | $223k | 2.8k | 79.79 |
More positions owned by Robertson Stephens Wealth Management
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