Robertson Stephens Wealth Management, LLC's ownership history for SPY

Robertson Stephens Wealth Management, LLC currently holds 281.7K shares with a market value of $187.8M. It started holding SPY on 2024-09-30. At its peak, it held 281.7K shares on 2025-09-30. Its highest holding value was $187.8M on 2025-09-30. At its lowest, it held 87.2K shares on 2025-03-31, with a value of $48.9M on 2025-03-31. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its shares by 194.5K. In the recent year, Robertson Stephens Wealth Management, LLC has increased its shares by 188.0K.

It has also owned 2.1K contracts of calls, with the market value of the underlying securities totaling $127.6M on 2024-09-30. At its peak, it held 2.1K contracts of calls on 2025-03-31 and it owned calls with the market value of the underlying securities totaling $127.6M on 2025-06-30. At its lowest, it held 9 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $516.4K on 2024-09-30. In the recent 180 days, Robertson Stephens Wealth Management, LLC has increased its holdings by 2.1K contracts.

It has also owned 2.1K contracts of puts, with the market value of the underlying securities totaling $128.5M on 2025-03-31. At its peak, it held 2.1K contracts of puts on 2025-06-30 and it owned puts with the market value of the underlying securities totaling $128.5M on 2025-06-30. At its lowest, it held 2.1K contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $114.7M on 2025-03-31.