Boston Standard Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Boston Standard Wealth Management, LLC
- $555 Million
- Q2 2025
A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 86,194 shares of SPSB stock, worth $2.6 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
86,194
Previous 73,207
17.74%
Holding current value
$2.6 Million
Previous $2.2 Million
18.17%
% of portfolio
0.47%
Previous 0.47%
Shares
29 transactions
Others Institutions Holding SPSB
# of Institutions
609Shares Held
224MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$754 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio