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 42,915 shares of SPEM stock, worth $1.82 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
42,915
Previous 42,915
-0.0%
Holding current value
$1.82 Million
Previous $1.55 Million
4.06%
% of portfolio
0.71%
Previous 0.69%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
766Shares Held
194MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.6MShares$999 Million0.95% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$765 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$388 Million0.18% of portfolio
-
Allworth Financial LP6.23MShares$264 Million1.52% of portfolio
-
State Street Corp Boston, MA5.7MShares$241 Million0.01% of portfolio