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 42,915 shares of SPEM stock, worth $1.69 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
42,915
Previous 42,915
-0.0%
Holding current value
$1.69 Million
Previous $1.62 Million
9.59%
% of portfolio
0.73%
Previous 0.71%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
812Shares Held
195MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$904 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.5MShares$725 Million1.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.64MShares$379 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$247 Million1.61% of portfolio
-
State Street Corp Boston, MA6.29MShares$247 Million0.01% of portfolio