Topel & Distasi Wealth Management’s SPDR S&P 600 Small Cap Growth ETF SLYG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$764K Hold
8,603
0.4% 40
2025
Q1
$714K Hold
8,603
0.33% 51
2024
Q4
$777K Hold
8,603
0.33% 52
2024
Q3
$801K Hold
8,603
0.33% 53
2024
Q2
$739K Hold
8,603
0.32% 52
2024
Q1
$750K Hold
8,603
0.33% 51
2023
Q4
$719K Hold
8,603
0.34% 51
2023
Q3
$630K Hold
8,603
0.33% 51
2023
Q2
$662K Hold
8,603
0.33% 50
2023
Q1
$634K Hold
8,603
0.33% 51
2022
Q4
$621K Buy
+8,603
New +$621K 0.35% 50