Robertson Stephens Wealth Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-5,563	Closed	-$284K	–	579
2025 Q1	$284K	Sell	5,563 -2,929	-34%	-$150K	0.01%	455
2024 Q4	$434K	Sell	8,492 -12,390	-59%	-$634K	0.02%	384
2024 Q3	$1.1M	Buy	+20,882	New	+$1.1M	0.04%	262