Topel & Distasi Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Topel & Distasi Wealth Management, LLC

  • $228 Million
  • Q2 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 133,037 shares of SPDW stock, worth $4.94 Million. This represents 2.05% of its overall portfolio holdings.

Number of Shares
133,037
Previous 133,037 -0.0%
Holding current value
$4.94 Million
Previous $4.77 Million 2.14%
% of portfolio
2.05%
Previous 2.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 06, 2023
SELL
$30.88 - $33.58 $10,097 - $10,980
-327 Reduced 0.25%
133,037 $4.13 Million
Q3 2022

Nov 21, 2022
BUY
$25.67 - $30.93 $3.42 Million - $4.12 Million
133,364 New
133,364 $3.97 Million
Q1 2022

Apr 21, 2022
SELL
$31.42 - $36.91 $3.62 Million - $4.25 Million
-115,073 Closed
0 $0
Q4 2021

Feb 23, 2022
BUY
$35.28 - $37.98 $4.06 Million - $4.37 Million
115,073 New
115,073 $4.2 Million

Others Institutions Holding SPDW

# of Institutions
934
Shares Held
484M
Call Options Held
4.4K
Put Options Held
700
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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