Topel & Distasi Wealth Management, LLC SPYV Holdings History
Topel & Distasi Wealth Management, LLC's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Topel & Distasi Wealth Management, LLC held 71,279.00 shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $3.64 Mil. This investment constitutes 1.7% of their stock portfolio, and Topel & Distasi Wealth Management, LLC now holds 0.01% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2021Q4. In addition, there have been 1 sales at an average price of $51.86 for 20,417.00 shares. Based on historical transaction data and SPYV's current price of $53.67, Topel & Distasi Wealth Management, LLC's estimated gain on his SPYV holdings is $1.16 Mil, reflecting a 31.13% gain to date.
Topel & Distasi Wealth Management, LLC SPYV ($53.67) Holding Chart
Topel & Distasi Wealth Management, LLC SPYV ($53.67) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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