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 74,539 shares of SPEM stock, worth $3.01 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

74,539

Previous 73,035 2.06%

Holding current value

$3.01 Million

Previous $3.02 Billion 5.14%

% of portfolio

0.56%

Previous 0.59%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$38.37 - $42.82 $57,708 - $64,401	1,504 Added 2.06%	74,539 $2.86 Billion
Q3 2024 Oct 07, 2024	BUY	$36.02 - $41.68 $55,038 - $63,687	1,528 Added 2.14%	73,035 $3.02 Billion
Q2 2024 Jul 10, 2024	BUY	$35.3 - $38.79 $52,632 - $57,835	1,491 Added 2.13%	71,507 $2.69 Billion
Q1 2024 Apr 11, 2024	BUY	$33.69 - $36.47 $163,497 - $176,988	4,853 Added 7.45%	70,016 $2.53 Billion
Q3 2023 Oct 10, 2023	BUY	$33.36 - $36.37 $60,515 - $65,975	1,814 Added 2.86%	65,163 $2.19 Billion
Q2 2023 Jul 06, 2023	BUY	$33.2 - $35.75 $50,397 - $54,268	1,518 Added 2.46%	63,349 $2.18 Billion
Q1 2023 Apr 04, 2023	SELL	$32.49 - $36.44 $13,125 - $14,721	-404 Reduced 0.65%	61,831 $2.11 Billion
Q4 2022 Jan 10, 2023	BUY	$30.18 - $34.51 $99,141 - $113,365	3,285 Added 5.57%	62,235 $2.05 Billion
Q3 2022 Oct 13, 2022	SELL	$31.04 - $35.55 $544,038 - $623,084	-17,527 Reduced 22.92%	58,950 $1.83 Billion
Q2 2022 Jul 12, 2022	SELL	$33.85 - $40.03 $951,286 - $1.12 Million	-28,103 Reduced 26.87%	76,477 $2.64 Billion
Q1 2022 Apr 12, 2022	SELL	$35.69 - $43.02 $2.39 Million - $2.88 Million	-67,020 Reduced 39.06%	104,580 $4.04 Billion
Q4 2021 Jan 18, 2022	SELL	$40.07 - $44.51 $2.25 Million - $2.5 Million	-56,226 Reduced 24.68%	171,600 $7.12 Billion
Q3 2021 Oct 07, 2021	SELL	$41.44 - $45.27 $328,246 - $358,583	-7,921 Reduced 3.36%	227,826 $9.69 Billion
Q2 2021 Jul 13, 2021	BUY	$42.87 - $46.35 $167,921 - $181,552	3,917 Added 1.69%	235,747 $10.7 Billion
Q1 2021 Apr 19, 2021	SELL	$42.41 - $47.37 $6,531 - $7,294	-154 Reduced 0.07%	231,830 $0
Q4 2020 Jan 12, 2021	SELL	$36.44 - $42.49 $143,464 - $167,283	-3,937 Reduced 1.67%	231,984 $9.78 Billion
Q3 2020 Oct 20, 2020	SELL	$33.84 - $37.9 $50,590 - $56,660	-1,495 Reduced 0.63%	235,921 $0
Q2 2020 Jul 06, 2020	BUY	$27.38 - $34.3 $161,788 - $202,678	5,909 Added 2.55%	237,416 $7.94 Billion
Q1 2020 Apr 13, 2020	BUY	$25.76 - $38.65 $34,028 - $51,056	1,321 Added 0.57%	231,507 $6.34 Billion
Q4 2019 Jan 06, 2020	BUY	$33.84 - $38.03 $12,554 - $14,109	371 Added 0.16%	230,186 $8.65 Billion
Q3 2019 Oct 08, 2019	BUY	$34.28 - $35.36 $222,134 - $229,132	6,480 Added 2.9%	229,815 $7.88 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	10,349 Added 4.86%	223,335 $8.08 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	5,339 Added 2.57%	212,986 $7.73 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	12,485 Added 6.4%	207,647 $0
Q3 2018 Oct 03, 2018	BUY	N/A	30,838 Added 18.77%	195,162 $6.73 Billion
Q1 2018 Apr 10, 2018	SELL	N/A	-3,833 Reduced 2.28%	164,324 $6.46 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	168,157	168,157 $6.42 Billion

Others Institutions Holding SPEM

# of Institutions

870

Shares Held

213M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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