Boston Standard Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Boston Standard Wealth Management, LLC
- $465 Million
- Q1 2025
A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 335,826 shares of SPSM stock, worth $12.6 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
335,826
Previous 354,342
5.23%
Holding current value
$12.6 Million
Previous $15.9 Billion
99.91%
% of portfolio
2.93%
Previous 3.09%
Shares
28 transactions
Others Institutions Holding SPSM
# of Institutions
979Shares Held
218MCall Options Held
94.2KPut Options Held
14.4K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.1MShares$831 Million2.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC21MShares$790 Million0.4% of portfolio
-
Betterment LLC New York, NY16.2MShares$607 Million1.75% of portfolio
-
Bank Of America Corp Charlotte, NC6.51MShares$245 Million0.03% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.54MShares$208 Million0.05% of portfolio