Topel & Distasi Wealth Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-21,232	Closed	-$932K	–	72
2022 Q3	$932K	Hold	21,232	–	–	0.51%	42
2022 Q2	$843K	Hold	21,232	–	–	0.49%	46
2022 Q1	$1M	Hold	21,232	–	–	0.42%	50
2021 Q4	$1.06M	Buy	+21,232	New	+$1.06M	0.43%	45