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 $415,070. This represents 0.17% of its overall portfolio holdings.

Number of Shares
697
Previous 806 13.52%
Holding current value
$415,070
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
4,543
Shares Held
592M
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
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.

Choose your preferred platform and Sign Up 👇 Telegram Email