Boston Standard Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

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 998,144 shares of SPDW stock, worth $36.7 Million. This represents 6.62% of its overall portfolio holdings.

Number of Shares

998,144

Previous 966,456 3.28%

Holding current value

$36.7 Million

Previous $36.3 Billion 6.15%

% of portfolio

6.62%

Previous 7.07%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$34.13 - $37.35 $1.08 Million - $1.18 Million	31,688 Added 3.28%	998,144 $34.1 Billion
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

# of Institutions

1,043

Shares Held

536M

Call Options Held

2.4K

Put Options Held

2.1K

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Boston Standard Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History