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

Topel & Distasi Wealth Management, LLC

  • $234 Million
  • Q4 2024

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 37,233 shares of SPSM stock, worth $1.64 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
37,233
Previous 43,394 14.2%
Holding current value
$1.64 Million
Previous $1.97 Million 15.3%
% of portfolio
0.72%
Previous 0.82%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
969
Shares Held
216M
Call Options Held
94.2K
Put Options Held
14.4K
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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