A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 966,456 shares of SPDW stock, worth $34.8 Million. This represents 7.07% of its overall portfolio holdings.

Number of Shares
966,456
Previous 941,380 2.66%
Holding current value
$34.8 Million
Previous $33 Billion 9.92%
% of portfolio
7.07%
Previous 7.26%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 07, 2024

BUY
$33.74 - $37.96 $846,064 - $951,884
25,076 Added 2.66%
966,456 $36.3 Billion
Q2 2024

Jul 10, 2024

BUY
$34.2 - $36.64 $192,375 - $206,100
5,625 Added 0.6%
941,380 $33 Billion
Q1 2024

Apr 11, 2024

BUY
$32.85 - $35.9 $690,835 - $754,977
21,030 Added 2.3%
935,755 $33.5 Billion
Q3 2023

Oct 10, 2023

SELL
$30.88 - $33.58 $292,526 - $318,103
-9,473 Reduced 1.02%
914,725 $28.4 Billion
Q2 2023

Jul 06, 2023

BUY
$31.7 - $33.66 $783,560 - $832,007
24,718 Added 2.75%
924,198 $30.1 Billion
Q1 2023

Apr 04, 2023

SELL
$29.83 - $32.71 $1.33 Million - $1.46 Million
-44,740 Reduced 4.74%
899,480 $28.9 Billion
Q4 2022

Jan 10, 2023

BUY
$25.7 - $31.02 $861,309 - $1.04 Million
33,514 Added 3.68%
944,220 $28 Billion
Q3 2022

Oct 13, 2022

BUY
$25.67 - $30.93 $1.12 Million - $1.35 Million
43,492 Added 5.02%
910,706 $23.5 Billion
Q2 2022

Jul 12, 2022

BUY
$28.57 - $34.74 $858,471 - $1.04 Million
30,048 Added 3.59%
867,214 $25.1 Billion
Q1 2022

Apr 12, 2022

BUY
$31.42 - $36.91 $1.01 Million - $1.19 Million
32,156 Added 3.99%
837,166 $28.7 Billion
Q4 2021

Jan 18, 2022

BUY
$35.28 - $37.98 $1.23 Million - $1.33 Million
34,990 Added 4.54%
805,010 $29.4 Billion
Q3 2021

Oct 07, 2021

BUY
$35.68 - $38.17 $482,286 - $515,943
13,517 Added 1.79%
770,020 $27.9 Billion
Q2 2021

Jul 13, 2021

BUY
$35.87 - $38.34 $190,362 - $203,470
5,307 Added 0.71%
756,503 $27.8 Billion
Q1 2021

Apr 19, 2021

BUY
$33.6 - $35.9 $396,580 - $423,727
11,803 Added 1.6%
751,196 $0
Q4 2020

Jan 12, 2021

BUY
$28.3 - $34.03 $540,388 - $649,802
19,095 Added 2.65%
739,393 $25 Billion
Q3 2020

Oct 20, 2020

BUY
$27.73 - $30.19 $272,003 - $296,133
9,809 Added 1.38%
720,298 $0
Q2 2020

Jul 06, 2020

BUY
$22.87 - $29.3 $763,171 - $977,741
33,370 Added 4.93%
710,489 $19.6 Billion
Q1 2020

Apr 13, 2020

SELL
$20.71 - $31.78 $236,508 - $362,927
-11,420 Reduced 1.66%
677,119 $15.5 Billion
Q4 2019

Jan 06, 2020

SELL
$28.52 - $31.66 $94,287 - $104,667
-3,306 Reduced 0.48%
688,539 $21.6 Billion
Q3 2019

Oct 08, 2019

BUY
$29.1 - $29.66 $380,133 - $387,448
13,063 Added 1.92%
691,845 $20.3 Billion
Q2 2019

Jul 09, 2019

BUY
N/A
24,019 Added 3.67%
678,782 $20.2 Billion
Q1 2019

Apr 11, 2019

BUY
N/A
21,636 Added 3.42%
654,763 $19.4 Billion
Q4 2018

Jan 10, 2019

BUY
N/A
42,776 Added 7.25%
633,127 $0
Q3 2018

Oct 03, 2018

BUY
N/A
92,551 Added 18.59%
590,351 $18.1 Billion
Q1 2018

Apr 10, 2018

BUY
N/A
19,699 Added 4.12%
497,800 $15.6 Billion
Q4 2017

Jan 09, 2018

BUY
N/A
478,101
478,101 $15.2 Billion

Others Institutions Holding SPDW

About SPDR SER TR FDS SPDR PORTFOLIO


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