Boston Standard Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

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 76,068 shares of SPSB stock, worth $2.28 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

76,068

Previous 73,207 3.91%

Holding current value

$2.28 Million

Previous $2.17 Billion 5.93%

% of portfolio

0.45%

Previous 0.48%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$29.58 - $30.31 $84,628 - $86,716	2,861 Added 3.91%	76,068 $2.3 Billion
Q2 2024 Jul 10, 2024	BUY	$29.51 - $29.7 $69,643 - $70,092	2,360 Added 3.33%	73,207 $2.17 Billion
Q1 2024 Apr 11, 2024	BUY	$29.65 - $29.92 $168,471 - $170,005	5,682 Added 8.72%	70,847 $2.11 Billion
Q3 2023 Oct 10, 2023	BUY	$29.26 - $29.5 $819 - $826	28 Added 0.04%	65,165 $1.91 Billion
Q2 2023 Jul 06, 2023	BUY	$29.36 - $29.7 $252,378 - $255,301	8,596 Added 15.2%	65,137 $1.92 Billion
Q1 2023 Apr 04, 2023	SELL	$29.2 - $29.7 $139,517 - $141,906	-4,778 Reduced 7.79%	56,541 $1.68 Billion
Q4 2022 Jan 10, 2023	BUY	$28.95 - $29.53 $123,240 - $125,709	4,257 Added 7.46%	61,319 $1.8 Billion
Q3 2022 Oct 13, 2022	SELL	$29.16 - $29.99 $43,244 - $44,475	-1,483 Reduced 2.53%	57,062 $1.67 Billion
Q2 2022 Jul 12, 2022	SELL	$29.45 - $30.11 $38,137 - $38,992	-1,295 Reduced 2.16%	58,545 $1.75 Billion
Q1 2022 Apr 12, 2022	SELL	$30.07 - $30.94 $4,841 - $4,981	-161 Reduced 0.27%	59,840 $1.8 Billion
Q4 2021 Jan 18, 2022	BUY	$30.92 - $31.24 $80,330 - $81,161	2,598 Added 4.53%	60,001 $1.86 Billion
Q3 2021 Oct 07, 2021	BUY	$31.24 - $31.31 $37,800 - $37,885	1,210 Added 2.15%	57,403 $1.79 Billion
Q2 2021 Jul 13, 2021	BUY	$31.26 - $31.37 $83,776 - $84,071	2,680 Added 5.01%	56,193 $1.76 Billion
Q1 2021 Apr 19, 2021	BUY	$31.23 - $31.41 $367,420 - $369,538	11,765 Added 28.18%	53,513 $0
Q4 2020 Jan 12, 2021	BUY	$31.31 - $31.42 $150,100 - $150,627	4,794 Added 12.97%	41,748 $1.31 Billion
Q3 2020 Oct 20, 2020	BUY	$31.3 - $31.43 $39,281 - $39,444	1,255 Added 3.52%	36,954 $0
Q2 2020 Jul 06, 2020	SELL	$30.09 - $31.34 $19,016 - $19,806	-632 Reduced 1.74%	35,699 $1.12 Billion
Q1 2020 Apr 13, 2020	BUY	$27.48 - $31.14 $63,121 - $71,528	2,297 Added 6.75%	36,331 $1.1 Billion
Q4 2019 Jan 06, 2020	BUY	$30.77 - $30.89 $24,246 - $24,341	788 Added 2.37%	34,034 $1.05 Billion
Q3 2019 Oct 08, 2019	BUY	$30.69 - $30.85 $27,989 - $28,135	912 Added 2.82%	33,246 $1.03 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	1,537 Added 4.99%	32,334 $993 Million
Q1 2019 Apr 11, 2019	BUY	N/A	38 Added 0.12%	30,797 $938 Million
Q4 2018 Jan 10, 2019	SELL	N/A	-55,109 Reduced 64.18%	30,759 $0
Q3 2018 Oct 03, 2018	BUY	N/A	7,078 Added 8.98%	85,868 $2.59 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	12,878 Added 19.54%	78,790 $2.38 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	65,912	65,912 $2.01 Billion

Others Institutions Holding SPSB

# of Institutions

566

Shares Held

191M

Call Options Held

Put Options Held

View Full List

About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

More about SPSB

Track This Portfolio

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.

Account

Boston Standard Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History