Topel & Distasi Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Topel & Distasi Wealth Management, LLC

  • $191 Million
  • Q2 2025

A detailed history of Topel & Distasi Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Topel & Distasi Wealth Management, LLC holds 71,279 shares of SPYV stock, worth $3.8 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
71,279
Previous 71,279 -0.0%
Holding current value
$3.8 Million
Previous $3.64 Million 2.47%
% of portfolio
1.96%
Previous 1.7%

Shares

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

May 09, 2025
SELL
$49.78 - $53.19 $1.02 Million - $1.09 Million
-20,417 Reduced 22.27%
71,279 $3.64 Million
Q4 2021

Feb 23, 2022
BUY
$39.14 - $42.04 $3.59 Million - $3.85 Million
91,696 New
91,696 $3.85 Million

Others Institutions Holding SPYV

# of Institutions
1,138
Shares Held
440M
Call Options Held
259K
Put Options Held
30.3K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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