SPDR SER TR

Ticker: SPSM CUSIP: 78468R853 Class: PORTFOLIO S&P600

Topel & Distasi Wealth Management, LLC's Holding History (CIK: 0001880087)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 30,733 Value ($000) $1,253 Avg Close — Range —
Q4 2024
Shares 37,233 Value ($000) $1,673 Avg Close — Range —
Q3 2024
Shares 43,394 Value ($000) $1,975 Avg Close — Range —
Q2 2024
Shares 43,394 Value ($000) $1,802 Avg Close — Range —
Q1 2024
Shares 43,394 Value ($000) $1,868 Avg Close — Range —
Q4 2023
Shares 43,394 Value ($000) $1,830 Avg Close — Range —
Q3 2023
Shares 43,394 Value ($000) $1,601 Avg Close — Range —
Q2 2023
Shares 43,394 Value ($000) $1,685 Avg Close — Range —
Q1 2023
Shares 43,394 Value ($000) $1,639 Avg Close — Range —