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

Boston Standard Wealth Management, LLC

  • $602 Million
  • Q4 2025

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 333,247 shares of SPTM stock, worth $27 Million. This represents 4.5% of its overall portfolio holdings.

Number of Shares
333,247
Previous 342,411 2.68%
Holding current value
$27 Million
Previous $27.6 Million 2.05%
% of portfolio
4.5%
Previous 4.65%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$78.97 - $83.03 $723,681 - $760,886
-9,164 Reduced 2.68%
333,247 $27 Million
Q3 2025

Oct 06, 2025
BUY
$74.93 - $80.73 $64,439 - $69,427
860 Added 0.25%
342,411 $27.6 Million
Q2 2025

Jul 02, 2025
SELL
$60.34 - $74.89 $1.17 Million - $1.45 Million
-19,409 Reduced 5.38%
341,551 $25.6 Million
Q1 2025

Apr 08, 2025
BUY
$67.03 - $74.61 $868,440 - $966,647
12,956 Added 3.72%
360,960 $24.4 Million
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
760
Shares Held
98.2M
Call Options Held
46.9K
Put Options Held
0
View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

SPTM Quotes by TradingView
  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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