Topel & Distasi Wealth Management’s SPDR S&P 500 ETF Trust SPY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $473K | Buy |
|
|||||
|
2025
Q2 | $418K | Buy |
|
|||||
|
2025
Q1 | $377K | Sell |
|
|||||
|
2024
Q4 | $411K | Buy |
|
|||||
|
2024
Q3 | $400K | Sell |
|
|||||
|
2024
Q2 | $439K | Sell |
|
|||||
|
2024
Q1 | $427K | Sell |
|
|||||
|
2023
Q4 | $423K | Sell |
|
|||||
|
2023
Q3 | $389K | Buy |
|
|||||
|
2023
Q2 | $402K | Sell |
|
|||||
|
2023
Q1 | $374K | Sell |
|
|||||
|
2022
Q4 | $365K | Buy |
|
|||||
|
2022
Q3 | $375K | Buy |
|
|||||
|
2022
Q2 | $353K | Sell |
|
|||||
|
2022
Q1 | $425K | Buy |
|
|||||
|
2021
Q4 | $402K | Buy |
|