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

Topel & Distasi Wealth Management’s Portfolio SPSM Stock Details SPSM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell
2025 Q1	$1.25M	Sell
2024 Q4	$1.67M	Sell
2024 Q3	$1.97M	Hold
2024 Q2	$1.8M	Hold
2024 Q1	$1.87M	Hold
2023 Q4	$1.83M	Hold
2023 Q3	$1.6M	Hold
2023 Q2	$1.69M	Hold
2023 Q1	$1.64M	Buy