Baystate Wealth Management LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History

Baystate Wealth Management LLC

$1.36 Billion
Q4 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 02, 2022	SELL	$27.4 - $29.93 $465 - $508	-17 Closed	0 $0
Q4 2021 Jan 21, 2022	BUY	$31.08 - $31.92 $528 - $542	17 New	17 $1,000

Others Institutions Holding SPIP

# of Institutions

230

Shares Held

21.5M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$92.4 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$36.2 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.8 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.8 Million
0.05% of portfolio

About SPDR SER TR SPDR PORTFOLIO TIP

Ticker SPIP
Sector ETFs
Industry ETFs

More about SPIP

Track This Portfolio

Portfolio Update

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

News

Stay updated on Baystate Wealth Management LLC with notifications on news.