Boston Standard Wealth Management, LLC Spdr S&P 500 ETF Trust Transaction History

Boston Standard Wealth Management, LLC

  • $515 Billion
  • Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr S&P 500 ETF Trust stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 805 shares of SPY stock, worth $482,951. This represents 0.09% of its overall portfolio holdings.

Number of Shares
805
Previous 706 14.02%
Holding current value
$482,951
Previous $405 Million 16.54%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 27, 2025
BUY
$567.81 - $607.81 $56,213 - $60,173
99 Added 14.02%
805 $472 Million
Q3 2024

Oct 07, 2024
BUY
$517.38 - $573.86 $1,034 - $1,147
2 Added 0.28%
706 $405 Million
Q2 2024

Jul 10, 2024
BUY
$495.16 - $548.49 $990 - $1,096
2 Added 0.28%
704 $383 Million
Q1 2024

Apr 11, 2024
BUY
$467.28 - $523.17 $30,373 - $34,006
65 Added 10.2%
702 $367 Million
Q3 2023

Oct 10, 2023
BUY
$425.88 - $457.79 $271,285 - $291,612
637 New
637 $272 Million

Others Institutions Holding SPY

# of Institutions
4,981
Shares Held
598M
Call Options Held
370M
Put Options Held
676M
View Full List

About SPDR S&P 500 ETF TRUST

SPY Quotes by TradingView
  • Ticker SPY
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about SPY
Track This Portfolio

Track Boston Standard Wealth Management, LLC Portfolio

Follow Boston Standard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Boston Standard Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email