Boston Standard Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History
Boston Standard Wealth Management, LLC
- $594 Million
- Q3 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 89,222 shares of SPSB stock, worth $2.7 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
89,222
Previous 86,194
3.51%
Holding current value
$2.7 Million
Previous $2.6 Million
3.84%
% of portfolio
0.45%
Previous 0.47%
Shares
30 transactions
Others Institutions Holding SPSB
# of Institutions
619Shares Held
220MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS45.4MShares$1.37 Billion1.18% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$756 Million0.06% of portfolio
-
Valmark Advisers, Inc.8.02MShares$242 Million3.42% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.52MShares$227 Million0.08% of portfolio
-
Morgan Stanley New York, NY7.52MShares$227 Million0.02% of portfolio