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Robertson Stephens Wealth Management, LLC → SPY
Robertson Stephens Wealth Management, LLC SPY Position History
State Street SPDR S&P 500 ETF Trust • Financial Services
Quarters held
7
Latest value
$44.4M
Q3 2026
Peak value
$187.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $187.8M |
| Q4 2025 | $56.9M |
| Q4 2025 | $140.6M |
| Q4 2025 | $144.2M |
| Q1 2026 | $46.9M |
| Q2 2026 | $53.4M |
| Q3 2026 | $44.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $44.4M | 58.0K | — | — |
| Q2 2026 | $53.4M | 71.4K | — | — |
| Q1 2026 | $46.9M | 71.9K | — | — |
| Q4 2025 | $144.2M | 211.4K | — | — |
| Q4 2025 | $140.6M | 206.2K | — | — |
| Q4 2025 | $56.9M | 83.2K | — | — |
| Q3 2025 | $187.8M | 281.7K | — | — |
Other funds holding SPY
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$19.4B
$19.3B