Spdr S&p 500 Etf shares owned by Topel & Distasi Wealth Management
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by Topel & Distasi Wealth Management
from 13F filings
Historical chart of Topel & Distasi Wealth Management investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by Topel & Distasi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $400k | 697 | 574.12 |
| 2024-06-30 | $439k | 806 | 544.37 |
| 2024-03-31 | $427k | 817 | 522.99 |
| 2023-12-31 | $423k | 890 | 475.54 |
| 2023-09-30 | $389k | 909 | 427.48 |
| 2023-06-30 | $402k | 907 | 443.09 |
| 2023-03-31 | $374k | 913 | 409.47 |
| 2022-12-31 | $365k | 954 | 382.31 |
| 2022-09-30 | $375k | 949 | 395.15 |
| 2022-06-30 | $353k | 937 | 376.73 |
| 2022-03-31 | $425k | 940 | 452.13 |
| 2021-12-31 | $402k | 846 | 475.18 |
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