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Spdr Ser Tr spdr russel 2000 shares owned by Topel & Distasi Wealth Management

Quarter-by-quarter ownership of Spdr Ser Tr spdr russel 2000 (SPSM) shares owned by Topel & Distasi Wealth Management from 13F filings

Historical chart of Topel & Distasi Wealth Management investment in Spdr Ser Tr spdr russel 2000

Tip: Access up to 7 years of quarterly data

All positions including Spdr Ser Tr spdr russel 2000 held by Topel & Distasi Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Ser Tr spdr russel 2000 by Topel & Distasi Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 43k 43.04
2023-12-31 $1.8M 43k 42.18
2023-09-30 $1.6M 43k 36.90
2023-06-30 $1.7M 43k 38.84
2023-03-31 $1.6M 43k 37.77

More positions owned by Topel & Distasi Wealth Management

Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Topel & Distasi Wealth Management

Top funds holding Spdr Ser Tr spdr russel 2000

Financial Engines Advisors L.L.C
LPL Financial
Betterment
Bank of America Corporation
Ameriprise Financial
Charles Schwab Investment Management
ValMark Advisers
Financial Gravity Wealth
Richard Bernstein Advisors
Envestnet Asset Management
Creative Planning
Morgan Stanley
Private Advisor
UBS Group
CWM

View all funds holding Spdr Ser Tr spdr russel 2000