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 43,394 shares of SPSM stock, worth $1.97 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
43,394
Previous 43,394 -0.0%
Holding current value
$1.97 Million
Previous $1.8 Million 9.54%
% of portfolio
0.82%
Previous 0.79%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR PORTFOLIO S&P 600 SMALL C


  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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.