Robertson Stephens Wealth Management, LLC Spdr S&P Midcap 400 ETF Trust Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.75 Billion
  • Q4 2024

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr S&P Midcap 400 ETF Trust stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 666 shares of MDY stock, worth $393,805. This represents 0.01% of its overall portfolio holdings.

Number of Shares
666
Previous 842 20.9%
Holding current value
$393,805
Previous $479,000 20.88%
% of portfolio
0.01%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
SELL
$563.99 - $620.12 $99,262 - $109,141
-176 Reduced 20.9%
666 $379,000
Q3 2024

Nov 12, 2024
BUY
$523.84 - $572.02 $36,144 - $39,469
69 Added 8.93%
842 $479,000
Q2 2024

Aug 13, 2024
SELL
$516.55 - $556.17 $746,414 - $803,665
-1,445 Reduced 65.15%
773 $413,000
Q3 2023

Nov 13, 2023
BUY
$450.89 - $498.33 $621,326 - $686,698
1,378 Added 164.05%
2,218 $1.01 Million
Q2 2023

Aug 11, 2023
SELL
$439.95 - $478.91 $47,074 - $51,243
-107 Reduced 11.3%
840 $402,000
Q1 2023

May 11, 2023
BUY
$433.1 - $497.12 $1,732 - $1,988
4 Added 0.42%
947 $434,000
Q1 2022

May 16, 2022
SELL
$459.24 - $521.7 $188,288 - $213,897
-410 Reduced 30.3%
943 $464,000
Q4 2021

Feb 14, 2022
BUY
$485.7 - $531.03 $219,536 - $240,025
452 Added 50.17%
1,353 $702,000
Q1 2020

May 01, 2020
SELL
$220.85 - $384.02 $55,212 - $96,005
-250 Reduced 21.72%
901 $238,000
Q3 2019

Nov 14, 2019
BUY
$334.13 - $362.01 $92,554 - $100,276
277 Added 31.69%
1,151 $407,000
Q2 2019

Jul 31, 2019
BUY
$330.13 - $361.02 $288,533 - $315,531
874 New
874 $311,000

Others Institutions Holding MDY

# of Institutions
1,437
Shares Held
26.9M
Call Options Held
428K
Put Options Held
269K
View Full List

About SPDR S&P MIDCAP 400 ETF TRUST

MDY Quotes by TradingView
  • Ticker MDY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about MDY
Track This Portfolio

Track Robertson Stephens Wealth Management, LLC Portfolio

Follow Robertson Stephens Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Robertson Stephens Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Robertson Stephens Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email