Boston Standard Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Boston Standard Wealth Management, LLC
- $594 Million
- Q3 2025
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 376,264 shares of SPSM stock, worth $17.4 Million. This represents 2.93% of its overall portfolio holdings.
Number of Shares
376,264
Previous 374,051
0.59%
Holding current value
$17.4 Million
Previous $15.9 Million
9.38%
% of portfolio
2.93%
Previous 2.87%
Shares
30 transactions
Others Institutions Holding SPSM
# of Institutions
971Shares Held
199MCall Options Held
51.7KPut Options Held
1.2K-
Financial Engines Advisors L.L.C. Santa Clara, CA23.8MShares$1.1 Billion2.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC23.4MShares$1.08 Billion0.35% of portfolio
-
Betterment LLC New York, NY17.6MShares$813 Million1.6% of portfolio
-
Valmark Advisers, Inc.6.26MShares$289 Million3.77% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA6.15MShares$284 Million0.05% of portfolio