Boston Standard Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Boston Standard Wealth Management, LLC

  • $442 Billion
  • Q1 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 935,755 shares of SPDW stock, worth $33.6 Million. This represents 7.59% of its overall portfolio holdings.

Number of Shares
935,755
Previous 914,725 2.3%
Holding current value
$33.6 Million
Previous $28.4 Billion 18.23%
% of portfolio
7.59%
Previous 7.49%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 11, 2024
BUY
$32.85 - $35.9 $690,835 - $754,977
21,030 Added 2.3%
935,755 $33.5 Billion
Q3 2023

Oct 10, 2023
SELL
$30.88 - $33.58 $292,526 - $318,103
-9,473 Reduced 1.02%
914,725 $28.4 Billion
Q2 2023

Jul 06, 2023
BUY
$31.7 - $33.66 $783,560 - $832,007
24,718 Added 2.75%
924,198 $30.1 Billion
Q1 2023

Apr 04, 2023
SELL
$29.83 - $32.71 $1.33 Million - $1.46 Million
-44,740 Reduced 4.74%
899,480 $28.9 Billion
Q4 2022

Jan 10, 2023
BUY
$27.34 - $31.02 $916,272 - $1.04 Million
33,514 Added 3.68%
944,220 $28 Billion
Q3 2022

Oct 13, 2022
BUY
N/A
43,492 Added 5.02%
910,706 $23.5 Billion
Q2 2022

Jul 12, 2022
BUY
N/A
30,048 Added 3.59%
867,214 $25.1 Billion
Q1 2022

Apr 12, 2022
BUY
N/A
32,156 Added 3.99%
837,166 $28.7 Billion
Q4 2021

Jan 18, 2022
BUY
N/A
34,990 Added 4.54%
805,010 $29.4 Billion
Q3 2021

Oct 07, 2021
BUY
N/A
13,517 Added 1.79%
770,020 $27.9 Billion
Q2 2021

Jul 13, 2021
BUY
N/A
5,307 Added 0.71%
756,503 $27.8 Billion
Q1 2021

Apr 19, 2021
BUY
N/A
11,803 Added 1.6%
751,196 $0
Q4 2020

Jan 12, 2021
BUY
N/A
19,095 Added 2.65%
739,393 $25 Billion
Q3 2020

Oct 20, 2020
BUY
N/A
9,809 Added 1.38%
720,298 $0
Q2 2020

Jul 06, 2020
BUY
N/A
33,370 Added 4.93%
710,489 $19.6 Billion
Q1 2020

Apr 13, 2020
SELL
N/A
-11,420 Reduced 1.66%
677,119 $15.5 Billion
Q4 2019

Jan 06, 2020
SELL
N/A
-3,306 Reduced 0.48%
688,539 $21.6 Billion
Q3 2019

Oct 08, 2019
BUY
N/A
13,063 Added 1.92%
691,845 $20.3 Billion
Q2 2019

Jul 09, 2019
BUY
N/A
24,019 Added 3.67%
678,782 $20.2 Billion
Q1 2019

Apr 11, 2019
BUY
N/A
21,636 Added 3.42%
654,763 $19.4 Billion
Q4 2018

Jan 10, 2019
BUY
N/A
42,776 Added 7.25%
633,127 $0
Q3 2018

Oct 03, 2018
BUY
N/A
92,551 Added 18.59%
590,351 $18.1 Billion
Q1 2018

Apr 10, 2018
BUY
N/A
19,699 Added 4.12%
497,800 $15.6 Billion
Q4 2017

Jan 09, 2018
BUY
N/A
478,101
478,101 $15.2 Billion

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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