Boston Standard Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Boston Standard Wealth Management, LLC

$514 Billion
Q3 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 351,717 shares of SPSM stock, worth $16.6 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares

351,717

Previous 335,826 4.73%

Holding current value

$16.6 Million

Previous $13.9 Billion 14.76%

% of portfolio

3.12%

Previous 3.07%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$41.02 - $46.01 $651,848 - $731,144	15,891 Added 4.73%	351,717 $16 Billion
Q2 2024 Jul 10, 2024	BUY	$39.75 - $43.15 $298,482 - $324,013	7,509 Added 2.29%	335,826 $13.9 Billion
Q1 2024 Apr 11, 2024	BUY	$39.85 - $43.04 $689,644 - $744,850	17,306 Added 5.56%	328,317 $14.1 Billion
Q3 2023 Oct 10, 2023	BUY	$36.35 - $41.02 $106,941 - $120,680	2,942 Added 0.95%	311,011 $11.5 Billion
Q2 2023 Jul 06, 2023	BUY	$35.57 - $38.94 $493,747 - $540,526	13,881 Added 4.72%	308,069 $12 Billion
Q1 2023 Apr 04, 2023	SELL	$36.04 - $42.08 $75,756 - $88,452	-2,102 Reduced 0.71%	294,188 $11.1 Billion
Q4 2022 Jan 10, 2023	BUY	$34.79 - $39.85 $276,615 - $316,847	7,951 Added 2.76%	296,290 $11 Billion
Q3 2022 Oct 13, 2022	BUY	$33.99 - $41.52 $356,962 - $436,043	10,502 Added 3.78%	288,339 $9.82 Billion
Q2 2022 Jul 12, 2022	BUY	$34.83 - $42.53 $107,589 - $131,375	3,089 Added 1.12%	277,837 $10.1 Billion
Q1 2022 Apr 12, 2022	BUY	$39.91 - $45.5 $266,638 - $303,985	6,681 Added 2.49%	274,748 $11.6 Billion
Q4 2021 Jan 18, 2022	BUY	$42.23 - $46.94 $15,540 - $17,273	368 Added 0.14%	268,067 $12 Billion
Q3 2021 Oct 07, 2021	BUY	$40.71 - $44.23 $188,935 - $205,271	4,641 Added 1.76%	267,699 $11.4 Billion
Q2 2021 Jul 13, 2021	SELL	$41.43 - $45.3 $365,702 - $399,863	-8,827 Reduced 3.25%	263,058 $11.6 Billion
Q1 2021 Apr 19, 2021	SELL	$35.43 - $44.75 $432,635 - $546,442	-12,211 Reduced 4.3%	271,885 $0
Q4 2020 Jan 12, 2021	SELL	$27.77 - $35.98 $235,961 - $305,722	-8,497 Reduced 2.9%	284,096 $10.2 Billion
Q3 2020 Oct 20, 2020	SELL	$25.57 - $29.57 $77,425 - $89,537	-3,028 Reduced 1.02%	292,593 $0
Q2 2020 Jul 06, 2020	BUY	$19.87 - $29.39 $257,137 - $380,335	12,941 Added 4.58%	295,621 $7.86 Billion
Q1 2020 Apr 13, 2020	BUY	$18.96 - $33.37 $77,830 - $136,983	4,105 Added 1.47%	282,680 $5.74 Billion
Q4 2019 Jan 06, 2020	BUY	$28.98 - $32.81 $239,403 - $271,043	8,261 Added 3.06%	278,575 $9.09 Billion
Q3 2019 Oct 08, 2019	BUY	$29.9 - $31.15 $290,538 - $302,684	9,717 Added 3.73%	270,314 $8.11 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	12,885 Added 5.2%	260,597 $7.98 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	7,819 Added 3.26%	247,712 $7.58 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	3,279 Added 1.39%	239,893 $0
Q3 2018 Oct 03, 2018	BUY	N/A	15,457 Added 6.99%	236,614 $7.69 Billion
Q1 2018 Apr 10, 2018	SELL	N/A	-5,135 Reduced 2.27%	221,157 $6.62 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	226,292	226,292 $6.82 Billion

Others Institutions Holding SPSM

# of Institutions

893

Shares Held

198M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Boston Standard Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History