Spdr S&p 500 Etf shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $54M | 95k | 575.30 |
| 2024-03-31 | $103M | 196k | 524.66 |
| 2023-12-31 | $77M | 161k | 477.37 |
| 2023-09-30 | $56M | 130k | 429.06 |
| 2023-06-30 | $27M | 60k | 444.88 |
| 2023-03-31 | $26M | 62k | 410.90 |
| 2022-12-31 | $24M | 62k | 384.21 |
| 2022-09-30 | $26M | 73k | 358.90 |
| 2022-06-30 | $26M | 69k | 378.88 |
| 2022-03-31 | $44M | 98k | 452.74 |
| 2021-12-31 | $40M | 84k | 476.59 |
| 2021-09-30 | $38M | 88k | 430.64 |
| 2021-06-30 | $34M | 79k | 429.35 |
| 2021-03-31 | $24M | 59k | 397.90 |
| 2020-12-31 | $15M | 41k | 375.47 |
| 2020-09-30 | $16M | 46k | 336.22 |
| 2020-06-30 | $13M | 40k | 309.51 |
| 2020-03-31 | $12M | 46k | 259.07 |
| 2019-12-31 | $15M | 46k | 323.41 |
| 2019-09-30 | $13M | 44k | 298.16 |
| 2019-06-30 | $8.6M | 29k | 294.43 |
| 2019-03-31 | $8.5M | 30k | 283.68 |
| 2018-12-31 | $13M | 53k | 250.08 |
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