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

231

Shares Held

21.6M

Call Options Held

25.8K

Put Options Held

8K

Charles Schwab Investment Management Inc San Francisco, CA

3.6M
Shares

$91.3 Million
0.02% of portfolio
State Street Corp Boston, MA

1.86M
Shares

$47.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

1.41M
Shares

$35.8 Million
0.02% of portfolio
Pure Financial Advisors, LLC

1.16M
Shares

$29.4 Million
0.76% of portfolio
Cerity Partners LLC New York, NY

889K
Shares

$22.5 Million
0.05% of portfolio

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