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

Boston Standard Wealth Management, LLC

  • $455 Billion
  • Q2 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 71,507 shares of SPEM stock, worth $2.77 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
71,507
Previous 70,016 2.13%
Holding current value
$2.77 Million
Previous $2.53 Billion 6.31%
% of portfolio
0.59%
Previous 0.57%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
BUY
$35.3 - $38.79 $52,632 - $57,835
1,491 Added 2.13%
71,507 $2.69 Billion
Q1 2024

Apr 11, 2024
BUY
$33.69 - $36.47 $163,497 - $176,988
4,853 Added 7.45%
70,016 $2.53 Billion
Q3 2023

Oct 10, 2023
BUY
$33.36 - $36.37 $60,515 - $65,975
1,814 Added 2.86%
65,163 $2.19 Billion
Q2 2023

Jul 06, 2023
BUY
$33.2 - $35.75 $50,397 - $54,268
1,518 Added 2.46%
63,349 $2.18 Billion
Q1 2023

Apr 04, 2023
SELL
$32.49 - $36.44 $13,125 - $14,721
-404 Reduced 0.65%
61,831 $2.11 Billion
Q4 2022

Jan 10, 2023
BUY
$30.26 - $34.51 $99,404 - $113,365
3,285 Added 5.57%
62,235 $2.05 Billion
Q3 2022

Oct 13, 2022
SELL
N/A
-17,527 Reduced 22.92%
58,950 $1.83 Billion
Q2 2022

Jul 12, 2022
SELL
N/A
-28,103 Reduced 26.87%
76,477 $2.64 Billion
Q1 2022

Apr 12, 2022
SELL
N/A
-67,020 Reduced 39.06%
104,580 $4.04 Billion
Q4 2021

Jan 18, 2022
SELL
N/A
-56,226 Reduced 24.68%
171,600 $7.12 Billion
Q3 2021

Oct 07, 2021
SELL
N/A
-7,921 Reduced 3.36%
227,826 $9.69 Billion
Q2 2021

Jul 13, 2021
BUY
N/A
3,917 Added 1.69%
235,747 $10.7 Billion
Q1 2021

Apr 19, 2021
SELL
N/A
-154 Reduced 0.07%
231,830 $0
Q4 2020

Jan 12, 2021
SELL
N/A
-3,937 Reduced 1.67%
231,984 $9.78 Billion
Q3 2020

Oct 20, 2020
SELL
N/A
-1,495 Reduced 0.63%
235,921 $0
Q2 2020

Jul 06, 2020
BUY
N/A
5,909 Added 2.55%
237,416 $7.94 Billion
Q1 2020

Apr 13, 2020
BUY
N/A
1,321 Added 0.57%
231,507 $6.34 Billion
Q4 2019

Jan 06, 2020
BUY
N/A
371 Added 0.16%
230,186 $8.65 Billion
Q3 2019

Oct 08, 2019
BUY
N/A
6,480 Added 2.9%
229,815 $7.88 Billion
Q2 2019

Jul 09, 2019
BUY
N/A
10,349 Added 4.86%
223,335 $8.08 Billion
Q1 2019

Apr 11, 2019
BUY
N/A
5,339 Added 2.57%
212,986 $7.73 Billion
Q4 2018

Jan 10, 2019
BUY
N/A
12,485 Added 6.4%
207,647 $0
Q3 2018

Oct 03, 2018
BUY
N/A
30,838 Added 18.77%
195,162 $6.73 Billion
Q1 2018

Apr 10, 2018
SELL
N/A
-3,833 Reduced 2.28%
164,324 $6.46 Billion
Q4 2017

Jan 09, 2018
BUY
N/A
168,157
168,157 $6.42 Billion

Others Institutions Holding SPEM

# of Institutions
742
Shares Held
185M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPEM Quotes by TradingView
  • Ticker SPEM
  • Sector ETFs
  • Industry ETFs
More about SPEM
Track This Portfolio

Track Boston Standard Wealth Management, LLC Portfolio

Follow Boston Standard Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Boston Standard Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email