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

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 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 133,070 shares of SPDW stock, worth $4.51 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
133,070
Previous 133,037 0.02%
Holding current value
$4.51 Million
Previous $4.67 Million 7.12%
% of portfolio
2.07%
Previous 2.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$33.74 - $37.96 $1,113 - $1,252
33 Added 0.02%
133,070 $5 Million
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
957
Shares Held
487M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Topel & Distasi Wealth Management, LLC Portfolio

Follow Topel & Distasi 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 Topel & Distasi Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Topel & Distasi Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email