Topel & Distasi Wealth Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$504K	Hold	675	–	–	0.24%	44
2026 Q1	$439K	Sell	675 -12	-2%	-$8.16K	0.23%	45
2025 Q4	$469K	Sell	687 -23	-3%	-$15.5K	0.23%	47
2025 Q3	$473K	Buy	710 +33	+5%	+$21.2K	0.23%	47
2025 Q2	$418K	Buy	677 +3	+0.4%	+$1.72K	0.22%	48
2025 Q1	$377K	Sell	674 -27	-4%	-$15.9K	0.18%	62
2024 Q4	$411K	Buy	701 +4	+0.6%	+$2.36K	0.18%	64
2024 Q3	$400K	Sell	697 -109	-14%	-$60.3K	0.17%	65
2024 Q2	$439K	Sell	806 -11	-1%	-$5.76K	0.19%	60
2024 Q1	$427K	Sell	817 -73	-8%	-$36.3K	0.19%	60
2023 Q4	$423K	Sell	890 -19	-2%	-$8.46K	0.2%	59
2023 Q3	$389K	Buy	909 +2	+0.2%	+$890	0.2%	61
2023 Q2	$402K	Sell	907 -6	-0.7%	-$2.52K	0.2%	59
2023 Q1	$374K	Sell	913 -41	-4%	-$16.4K	0.2%	62
2022 Q4	$365K	Buy	954 +5	+0.5%	+$1.92K	0.2%	59
2022 Q3	$375K	Buy	949 +12	+1%	+$4.77K	0.21%	61
2022 Q2	$353K	Sell	937 -3	-0.3%	-$1.23K	0.2%	58
2022 Q1	$425K	Buy	940 +94	+11%	+$41.8K	0.18%	63
2021 Q4	$402K	Buy	+846	New	+$388K	0.16%	64

Other funds holding SPY

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Topel & Distasi Wealth Management's SPY Position: Q2 2026 in Review

Topel & Distasi Wealth Management held its State Street SPDR S&P 500 ETF Trust (SPY) position steady in Q2 2026 at 675 shares worth $504K. The position accounts for 0.24% of the portfolio, ranked #44.

Topel & Distasi Wealth Management first reported a position in SPY in Q4 2021 and has held it in 19 quarters since. 4,633 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

Topel & Distasi Wealth Management held 675 shares of State Street SPDR S&P 500 ETF Trust worth $504K as of Q2 2026.
Topel & Distasi Wealth Management left its State Street SPDR S&P 500 ETF Trust share count unchanged in Q2 2026.
State Street SPDR S&P 500 ETF Trust made up 0.24% of Topel & Distasi Wealth Management's portfolio in Q2 2026, its #44 holding.
Topel & Distasi Wealth Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2021 and has held it in 19 quarters since.
4,633 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Topel & Distasi Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.