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

Boston Standard Wealth Management, LLC

  • $455 Billion
  • Q2 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 335,826 shares of SPSM stock, worth $15.1 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares
335,826
Previous 328,317 2.29%
Holding current value
$15.1 Million
Previous $14.1 Billion 1.3%
% of portfolio
3.07%
Previous 3.2%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
846
Shares Held
191M
Call Options Held
62.3K
Put Options Held
1.4K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

SPSM Quotes by TradingView
  • Ticker SPSM
  • Sector ETFs
  • Industry ETFs
More about SPSM
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