Topel & Distasi Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Topel & Distasi Wealth Management, LLC

  • $241 Million
  • Q3 2024

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 697 shares of SPY stock, worth $412,031. This represents 0.17% of its overall portfolio holdings.

Number of Shares
697
Previous 806 13.52%
Holding current value
$412,031
Previous $438,000 8.9%
% of portfolio
0.17%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$517.38 - $573.86 $56,394 - $62,550
-109 Reduced 13.52%
697 $399,000
Q2 2024

Aug 09, 2024
SELL
$495.16 - $548.49 $5,446 - $6,033
-11 Reduced 1.35%
806 $438,000
Q1 2024

May 06, 2024
SELL
$467.28 - $523.17 $34,111 - $38,191
-73 Reduced 8.2%
817 $427,000
Q4 2023

Jan 12, 2024
SELL
$410.68 - $476.69 $7,802 - $9,057
-19 Reduced 2.09%
890 $423,000
Q3 2023

Nov 06, 2023
BUY
$425.88 - $457.79 $851 - $915
2 Added 0.22%
909 $388,000
Q2 2023

Aug 07, 2023
SELL
$404.36 - $443.28 $2,426 - $2,659
-6 Reduced 0.66%
907 $402,000
Q1 2023

May 12, 2023
SELL
$379.5 - $416.78 $15,559 - $17,087
-41 Reduced 4.3%
913 $373,000
Q4 2022

Jan 31, 2023
BUY
$357.63 - $407.42 $1,788 - $2,037
5 Added 0.53%
954 $364,000
Q3 2022

Nov 21, 2022
BUY
$357.18 - $429.7 $4,286 - $5,156
12 Added 1.28%
949 $375,000
Q2 2022

Aug 05, 2022
SELL
$365.86 - $456.8 $1,097 - $1,370
-3 Reduced 0.32%
937 $353,000
Q1 2022

Apr 21, 2022
BUY
$416.25 - $477.71 $39,127 - $44,904
94 Added 11.11%
940 $425,000
Q4 2021

Feb 23, 2022
BUY
$428.64 - $477.48 $362,629 - $403,948
846 New
846 $402,000

Others Institutions Holding SPY

# of Institutions
4,553
Shares Held
593M
Call Options Held
285M
Put Options Held
653M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
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