Consumer Discretionary SPDR shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Consumer Discretionary SPDR (XLY) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Consumer Discretionary SPDR
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All positions including Consumer Discretionary SPDR 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 Consumer Discretionary SPDR by Robertson Stephens Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $7.4M | 37k | 200.37 |
2024-03-31 | $6.6M | 36k | 183.89 |
2023-12-31 | $6.1M | 34k | 178.81 |
2023-09-30 | $5.9M | 37k | 160.98 |
2023-06-30 | $6.2M | 36k | 169.81 |
2023-03-31 | $4.8M | 32k | 149.54 |
2022-12-31 | $3.2M | 25k | 129.16 |
2022-09-30 | $3.7M | 26k | 142.43 |
2022-06-30 | $3.6M | 26k | 137.45 |
2022-03-31 | $4.8M | 26k | 185.00 |
2021-12-31 | $5.1M | 25k | 204.42 |
2021-09-30 | $4.0M | 22k | 179.45 |
2021-06-30 | $3.9M | 22k | 178.55 |
2021-03-31 | $3.6M | 22k | 168.03 |
2020-12-31 | $3.3M | 21k | 160.76 |
2020-09-30 | $2.9M | 20k | 146.95 |
2020-06-30 | $2.7M | 21k | 127.67 |
2020-03-31 | $2.6M | 27k | 98.08 |
2019-12-31 | $5.9M | 47k | 125.40 |
2019-09-30 | $4.5M | 37k | 120.69 |
2019-06-30 | $2.8M | 24k | 119.19 |
2019-03-31 | $3.8M | 34k | 113.85 |
2018-12-31 | $3.3M | 34k | 99.02 |
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