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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-47,894	Closed	-$2.15M	–	76
2022 Q4	$2.15M	Hold	47,894	–	–	1.21%	28
2022 Q3	$2.23M	Hold	47,894	–	–	1.23%	26
2022 Q2	$2.12M	Hold	47,894	–	–	1.23%	25
2022 Q1	$2.54M	Hold	47,894	–	–	1.07%	31
2021 Q4	$2.67M	Buy	+47,894	New	+$2.59M	1.09%	32

Other funds holding SPYM

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Topel & Distasi Wealth Management's SPYM Position: Q1 2023 in Review

Topel & Distasi Wealth Management sold out of State Street SPDR Portfolio S&P 500 ETF (SPYM) in Q1 2023, closing a stake of 47,894 shares — an estimated $2.15M sold.

Topel & Distasi Wealth Management first reported a position in SPYM in Q4 2021 and held it in 5 quarters. The position peaked at $2.67M in Q4 2021. 696 funds tracked by Wall St. Rank hold SPYM as of Q1 2023.

Topel & Distasi Wealth Management reported no remaining State Street SPDR Portfolio S&P 500 ETF position as of Q1 2023 after selling out during the quarter.
Topel & Distasi Wealth Management sold 47,894 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2023, an estimated $2.15M.
Topel & Distasi Wealth Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q4 2021 and held it in 5 quarters.
Topel & Distasi Wealth Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $2.67M in Q4 2021.
696 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2023.

Based on Topel & Distasi Wealth Management's 13F filing for Q1 2023, filed 12 May 2023.