Boston Standard Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 348,004 shares of SPTM stock, worth $25.4 Million. This represents 4.83% of its overall portfolio holdings.

Number of Shares

348,004

Previous 360,694 3.52%

Holding current value

$25.4 Million

Previous $25.3 Billion 1.63%

% of portfolio

4.83%

Previous 4.92%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$69.3 - $74.3 $879,417 - $942,867	-12,690 Reduced 3.52%	348,004 $24.9 Billion
Q3 2024 Oct 07, 2024	SELL	$63.28 - $70.06 $16,832 - $18,635	-266 Reduced 0.07%	360,694 $25.3 Billion
Q2 2024 Jul 10, 2024	SELL	$60.69 - $66.83 $29,434 - $32,412	-485 Reduced 0.13%	360,960 $24 Billion
Q1 2024 Apr 11, 2024	BUY	$57.38 - $64.15 $1.14 Million - $1.27 Million	19,827 Added 5.8%	361,445 $23.2 Billion
Q3 2023 Oct 10, 2023	SELL	$52.22 - $56.31 $253,893 - $273,779	-4,862 Reduced 1.4%	341,618 $17.9 Billion
Q2 2023 Jul 06, 2023	BUY	$49.75 - $54.44 $224,770 - $245,959	4,518 Added 1.32%	346,480 $18.9 Billion
Q1 2023 Apr 04, 2023	SELL	$46.97 - $51.65 $38,092 - $41,888	-811 Reduced 0.24%	341,962 $17.2 Billion
Q4 2022 Jan 10, 2023	BUY	$44.09 - $50.41 $477,362 - $545,789	10,827 Added 3.26%	342,773 $16.2 Billion
Q3 2022 Oct 13, 2022	SELL	$44.11 - $53.04 $394,431 - $474,283	-8,942 Reduced 2.62%	331,946 $14.6 Billion
Q2 2022 Jul 12, 2022	BUY	$45.19 - $56.15 $325,955 - $405,009	7,213 Added 2.16%	340,888 $16 Billion
Q1 2022 Apr 12, 2022	SELL	$51.36 - $58.82 $285,767 - $327,274	-5,564 Reduced 1.64%	333,675 $18.5 Billion
Q4 2021 Jan 18, 2022	BUY	$52.99 - $58.74 $390,695 - $433,090	7,373 Added 2.22%	339,239 $19.8 Billion
Q3 2021 Oct 07, 2021	SELL	$52.32 - $55.93 $853,025 - $911,882	-16,304 Reduced 4.68%	331,866 $17.6 Billion
Q2 2021 Jul 13, 2021	SELL	$49.77 - $52.97 $6.69 Million - $7.12 Million	-134,386 Reduced 27.85%	348,170 $18.4 Billion
Q1 2021 Apr 19, 2021	SELL	$45.48 - $49.44 $12.2 Million - $13.3 Million	-268,498 Reduced 35.75%	482,556 $0
Q4 2020 Jan 12, 2021	SELL	$39.96 - $46.09 $36.3 Million - $41.8 Million	-907,935 Reduced 54.73%	751,054 $34.6 Billion
Q3 2020 Oct 20, 2020	SELL	$37.97 - $43.65 $6.22 Million - $7.15 Million	-163,689 Reduced 8.98%	1,658,989 $0
Q2 2020 Jul 06, 2020	BUY	$29.99 - $39.74 $1.21 Million - $1.6 Million	40,252 Added 2.26%	1,822,678 $68.9 Billion
Q1 2020 Apr 13, 2020	SELL	$27.12 - $41.81 $414,149 - $638,480	-15,271 Reduced 0.85%	1,782,426 $53.5 Billion
Q4 2019 Jan 06, 2020	BUY	$35.63 - $39.97 $1.21 Million - $1.36 Million	33,972 Added 1.93%	1,797,697 $71.7 Billion
Q3 2019 Oct 08, 2019	BUY	$36.53 - $37.33 $1.75 Million - $1.79 Million	48,029 Added 2.8%	1,763,725 $64.8 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	72,194 Added 4.39%	1,715,696 $63.2 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	55,115 Added 3.47%	1,643,502 $58.5 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	27,544 Added 1.76%	1,588,387 $0
Q3 2018 Oct 03, 2018	BUY	N/A	251,896 Added 19.24%	1,560,843 $56.5 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	43,606 Added 3.45%	1,308,947 $43 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	1,265,341	1,265,341 $42 Billion

Others Institutions Holding SPTM

# of Institutions

675

Shares Held

93.6M

Call Options Held

Put Options Held

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Boston Standard Wealth Management, LLC Spdr Portfolio S&P 1500 Compos Transaction History