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D Spdr Series Trust shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of D Spdr Series Trust (XHE) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in D Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including D Spdr Series Trust held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in D Spdr Series Trust by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2023-09-30 $241k 3.1k 78.07
2023-06-30 $466k 4.7k 98.40
2023-03-31 $1.1M 12k 93.61
2022-12-31 $1.0M 12k 89.89

More positions owned by Robertson Stephens Wealth Management

Applovin Corp Com Cl A (APP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Robertson Stephens Wealth Management

Top funds holding D Spdr Series Trust

UBS Group
LPL Financial
Envestnet Asset Management
Meitav Dash Investments
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Branch Banking & Trust Company
Susquehanna International
HighTower Advisors
Pacific Sun Financial Corp
Commonwealth Equity Services
Citadel Advisors
Goldman Sachs Group
Raymond James Financial
CI Private Wealth
Cambridge Investment Research Advisors

View all funds holding D Spdr Series Trust