Boston Standard Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Index Shs Fd Spdr S&P Int stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 10,306 shares of GWX stock, worth $334,223. This represents 0.06% of its overall portfolio holdings.

Number of Shares

10,306

Previous 10,294 0.12%

Holding current value

$334,223

Previous $351 Million 9.12%

% of portfolio

0.06%

Previous 0.07%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$30.93 - $33.94 $371 - $407	12 Added 0.12%	10,306 $319 Million
Q3 2024 Oct 07, 2024	BUY	$30.27 - $34.42 $2,724 - $3,097	90 Added 0.88%	10,294 $351 Million
Q2 2024 Jul 10, 2024	BUY	$30.89 - $32.89 $339 - $361	11 Added 0.11%	10,204 $324 Million
Q1 2024 Apr 11, 2024	BUY	$30.16 - $32.57 $22,529 - $24,329	747 Added 7.91%	10,193 $331 Million
Q3 2023 Oct 10, 2023	SELL	$29.06 - $31.84 $1,278 - $1,400	-44 Reduced 0.46%	9,446 $275 Million
Q4 2022 Jan 10, 2023	BUY	$25.66 - $30.49 $46,239 - $54,942	1,802 Added 23.44%	9,490 $279 Million
Q4 2021 Jan 18, 2022	BUY	$36.31 - $39.79 $4,756 - $5,212	131 Added 1.73%	7,688 $290 Million
Q2 2021 Jul 13, 2021	BUY	$37.72 - $39.98 $113 - $119	3 Added 0.04%	7,557 $292 Million
Q4 2020 Jan 12, 2021	SELL	$29.48 - $35.54 $107,130 - $129,152	-3,634 Reduced 32.48%	7,554 $267 Million
Q3 2020 Oct 20, 2020	SELL	$27.42 - $30.98 $144,284 - $163,016	-5,262 Reduced 31.99%	11,188 $0
Q2 2020 Jul 06, 2020	SELL	$21.47 - $29.14 $333,922 - $453,214	-15,553 Reduced 48.6%	16,450 $450 Million
Q1 2020 Apr 13, 2020	SELL	$19.49 - $32.08 $382,023 - $628,800	-19,601 Reduced 37.98%	32,003 $694 Million
Q4 2019 Jan 06, 2020	SELL	$28.88 - $32.23 $290,792 - $324,523	-10,069 Reduced 16.33%	51,604 $1.64 Billion
Q3 2019 Oct 08, 2019	BUY	$29.18 - $29.78 $47,038 - $48,005	1,612 Added 2.68%	61,673 $1.81 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	4,764 Added 8.62%	60,061 $1.82 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	4,847 Added 9.61%	55,297 $1.7 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	5,480 Added 12.19%	50,450 $0
Q3 2018 Oct 03, 2018	BUY	N/A	9,131 Added 25.48%	44,970 $1.53 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	811 Added 2.32%	35,839 $1.27 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	35,028	35,028 $1.24 Billion

Others Institutions Holding GWX

# of Institutions

223

Shares Held

14.4M

Call Options Held

Put Options Held

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Boston Standard Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History