SPDR SER TR

Ticker: SPYM CUSIP: 78464A854 Class: ETF

Robertson Stephens Wealth Management, LLC's Holding History (CIK: 0001767307)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 55,189 Value ($000) $4,427 Avg Close — Range —
Q3 2025
Shares 56,740 Value ($000) $4,445 Avg Close — Range —
Q2 2025
Shares 63,509 Value ($000) $4,616 Avg Close — Range —
Q1 2025
Shares 79,123 Value ($000) $5,203 Avg Close — Range —
Q4 2024
Shares 149,323 Value ($000) $10,294 Avg Close — Range —
Q3 2024
Shares 114,263 Value ($000) $7,714 Avg Close — Range —
Q2 2024
Shares 13,533 Value ($000) $866 Avg Close — Range —
Q1 2024
Shares 48,333 Value ($000) $2,974 Avg Close — Range —
Q4 2023
Shares 47,472 Value ($000) $2,654 Avg Close — Range —
Q3 2023
Shares 49,093 Value ($000) $2,467 Avg Close — Range —
Q2 2023
Shares 14,293 Value ($000) $745 Avg Close — Range —
Q1 2023
Shares 14,568 Value ($000) $701 Avg Close — Range —
Q4 2022
Shares 15,030 Value ($000) $676 Avg Close — Range —
Q3 2022
Shares 15,915 Value ($000) $668 Avg Close — Range —
Q2 2022
Shares 16,062 Value ($000) $712 Avg Close — Range —
Q1 2022
Shares 17,073 Value ($000) $907 Avg Close — Range —
Q4 2021
Shares 17,073 Value ($000) $953 Avg Close — Range —
Q3 2021
Shares 17,073 Value ($000) $861 Avg Close — Range —
Q2 2021
Shares 17,073 Value ($000) $859 Avg Close — Range —
Q1 2021
Shares 17,073 Value ($000) $795 Avg Close — Range —
Q4 2020
Shares 17,073 Value ($000) $750 Avg Close — Range —
Q3 2020
Shares 22,997 Value ($000) $904 Avg Close — Range —