Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Topel & Distasi Wealth Management, LLC

  • $214 Million
  • Q1 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 30,733 shares of SPSM stock, worth $1.34 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
30,733
Previous 37,233 17.46%
Holding current value
$1.34 Million
Previous $1.67 Million 25.12%
% of portfolio
0.58%
Previous 0.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$40.03 - $46.81 $260,195 - $304,265
-6,500 Reduced 17.46%
30,733 $1.25 Million
Q4 2024

Jan 30, 2025
SELL
$44.33 - $49.55 $273,117 - $305,277
-6,161 Reduced 14.2%
37,233 $1.67 Million
Q1 2023

May 12, 2023
BUY
$36.04 - $42.08 $1.56 Million - $1.83 Million
43,394 New
43,394 $1.64 Million

Others Institutions Holding SPSM

# of Institutions
974
Shares Held
202M
Call Options Held
64.8K
Put Options Held
5.94K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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