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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
2022
Q3
$932K Hold
2022
Q2
$843K Hold
2022
Q1
$1M Hold
2021
Q4
$1.06M Buy