Utilities SPDR shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Utilities SPDR by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.6M | 26k | 63.33 |
| 2023-09-30 | $974k | 17k | 58.93 |
| 2023-06-30 | $841k | 13k | 65.44 |
| 2023-03-31 | $668k | 9.9k | 67.69 |
| 2022-12-31 | $891k | 13k | 70.50 |
| 2022-09-30 | $921k | 14k | 65.47 |
| 2022-06-30 | $1.1M | 16k | 70.08 |
| 2022-03-31 | $1.2M | 16k | 74.40 |
| 2021-12-31 | $1.0M | 14k | 71.54 |
| 2021-09-30 | $648k | 10k | 63.79 |
| 2021-06-30 | $667k | 11k | 63.22 |
| 2021-03-31 | $658k | 10k | 64.03 |
| 2020-12-31 | $894k | 14k | 62.70 |
| 2020-09-30 | $826k | 14k | 59.33 |
| 2020-06-30 | $1.2M | 20k | 56.41 |
| 2020-03-31 | $1.3M | 23k | 55.42 |
| 2019-12-31 | $884k | 14k | 64.55 |
| 2019-09-30 | $694k | 11k | 64.76 |
| 2019-06-30 | $241k | 4.0k | 59.71 |
| 2019-03-31 | $347k | 6.0k | 58.19 |
| 2018-12-31 | $351k | 6.6k | 52.92 |
More positions owned by Robertson Stephens Wealth Management
View all positions for Robertson Stephens Wealth Management