Robertson Stephens Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Robertson Stephens Wealth Management’s Portfolio SPY Stock Details SPY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-206,200	Closed	-$141M	–	663
2025 Q4	$141M	Buy	+206,200	New	+$139M	3.66%	4
2025 Q3	–	Sell	-206,500	Closed	-$128M	–	570
2025 Q2	$128M	Hold	206,500	–	–	4.06%	5
2025 Q1	$116M	Buy	206,500 +205,100	+14,650%	+$121M	3.97%	4
2024 Q4	$821K	Buy	1,400 +500	+56%	+$295K	0.03%	279
2024 Q3	$516K	Hold	900	–	–	0.02%	406
2024 Q2	$490K	Buy	+900	New	+$471K	0.02%	337

Other funds holding SPY

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

TAM

Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

AIIMS

Analyst IMS Investment Management Services Tel-Aviv, Israel $4.3B AUM 37.33% 1-Year Est. Return

EIP

Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Robertson Stephens Wealth Management's SPY Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.74% in Q2 2026, selling an estimated $385K and leaving 71,366 shares worth $53.4M. The position accounts for 1.32% of the portfolio, ranked #15.

Robertson Stephens Wealth Management first reported a position in SPY in Q4 2018 and has held it in 31 quarters since. The position peaked at $188M in Q3 2025. 2,303 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Robertson Stephens Wealth Management held 71,366 shares of State Street SPDR S&P 500 ETF Trust worth $53.4M as of Q2 2026.
Robertson Stephens Wealth Management sold 531 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $385K.
State Street SPDR S&P 500 ETF Trust made up 1.32% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #15 holding.
Robertson Stephens Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2018 and has held it in 31 quarters since.
Robertson Stephens Wealth Management's State Street SPDR S&P 500 ETF Trust position peaked at $188M in Q3 2025.
2,303 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.