TDWM
Topel & Distasi Wealth Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,733
| Closed | -$1.25M | – | 69 |
|
|
2025
Q1 | $1.25M | Sell |
30,733
-6,500
| -17% | -$265K | 0.58% | 38 |
|
|
2024
Q4 | $1.67M | Sell |
37,233
-6,161
| -14% | -$277K | 0.72% | 34 |
|
|
2024
Q3 | $1.97M | Hold |
43,394
| – | – | 0.82% | 33 |
|
|
2024
Q2 | $1.8M | Hold |
43,394
| – | – | 0.79% | 33 |
|
|
2024
Q1 | $1.87M | Hold |
43,394
| – | – | 0.83% | 33 |
|
|
2023
Q4 | $1.83M | Hold |
43,394
| – | – | 0.87% | 32 |
|
|
2023
Q3 | $1.6M | Hold |
43,394
| – | – | 0.84% | 34 |
|
|
2023
Q2 | $1.69M | Hold |
43,394
| – | – | 0.85% | 34 |
|
|
2023
Q1 | $1.64M | Buy |
+43,394
| New | +$1.64M | 0.86% | 34 |
|