Boston Standard Wealth Management, LLC Spdr Portfolio Aggregate Bond Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 10, 2023	BUY	$24.28 - $25.47 $18,331 - $19,229	755 Added 4.56%	17,299 $421 Million
Q2 2023 Jul 06, 2023	BUY	$25.22 - $26.01 $3,934 - $4,057	156 Added 0.95%	16,544 $420 Million
Q1 2023 Apr 04, 2023	BUY	$24.92 - $26.08 $1,644 - $1,721	66 Added 0.4%	16,388 $423 Million
Q4 2022 Jan 10, 2023	BUY	$24.25 - $25.85 $395,808 - $421,923	16,322 New	16,322 $410 Million
Q2 2022 Jul 12, 2022	SELL	$25.67 - $27.71 $32.7 Million - $35.3 Million	-1,273,420 Reduced 99.4%	7,697 $204 Million
Q1 2022 Apr 12, 2022	BUY	$27.54 - $29.46 $1.25 Million - $1.34 Million	45,387 Added 3.67%	1,281,117 $35.6 Billion
Q4 2021 Jan 18, 2022	BUY	$29.5 - $29.98 $1.82 Million - $1.85 Million	61,755 Added 5.26%	1,235,730 $36.6 Billion
Q3 2021 Oct 07, 2021	BUY	$29.83 - $30.33 $1.12 Million - $1.14 Million	37,546 Added 3.3%	1,173,975 $35 Billion
Q2 2021 Jul 13, 2021	BUY	$29.63 - $30.01 $2.05 Million - $2.07 Million	69,091 Added 6.47%	1,136,429 $34.1 Billion
Q1 2021 Apr 19, 2021	BUY	$29.52 - $30.77 $4.77 Million - $4.98 Million	161,701 Added 17.85%	1,067,338 $0
Q4 2020 Jan 12, 2021	BUY	$30.52 - $30.88 $952,773 - $964,011	31,218 Added 3.57%	905,637 $27.9 Billion
Q3 2020 Oct 20, 2020	BUY	$30.77 - $31.23 $1.38 Million - $1.4 Million	44,760 Added 5.39%	874,419 $0
Q2 2020 Jul 06, 2020	SELL	$30.0 - $30.86 $270,720 - $278,480	-9,024 Reduced 1.08%	829,659 $25.6 Billion
Q1 2020 Apr 13, 2020	SELL	$27.93 - $30.83 $1.09 Million - $1.2 Million	-38,868 Reduced 4.43%	838,683 $25.4 Billion
Q4 2019 Jan 06, 2020	BUY	$29.24 - $29.77 $686,204 - $698,642	23,468 Added 2.75%	877,551 $25.8 Billion
Q3 2019 Oct 08, 2019	BUY	$29.25 - $29.64 $846,407 - $857,692	28,937 Added 3.51%	854,083 $25.3 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	52,365 Added 6.78%	825,146 $24.1 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	7,415 Added 0.97%	772,781 $21.9 Billion
Q4 2018 Jan 10, 2019	SELL	N/A	-71,287 Reduced 8.52%	765,366 $0
Q3 2018 Oct 03, 2018	BUY	N/A	168,691 Added 25.25%	836,653 $23.1 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	66,964 Added 11.14%	667,962 $18.8 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	600,998	600,998 $17.3 Billion

Others Institutions Holding SPAB

# of Institutions

492

Shares Held

260M

Call Options Held

800

Put Options Held

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