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

Boston Standard Wealth Management, LLC

$515 Billion
Q4 2024

A detailed history of Boston Standard Wealth Management, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 726,663 shares of SPTS stock, worth $21.2 Million. This represents 4.1% of its overall portfolio holdings.

Number of Shares

726,663

Previous 707,632 2.69%

Holding current value

$21.2 Million

Previous $20.8 Billion 1.29%

% of portfolio

4.1%

Previous 4.05%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$28.88 - $29.33 $549,615 - $558,179	19,031 Added 2.69%	726,663 $21.1 Billion
Q3 2024 Oct 07, 2024	SELL	$28.75 - $29.46 $490,532 - $502,646	-17,062 Reduced 2.35%	707,632 $20.8 Billion
Q2 2024 Jul 10, 2024	BUY	$28.65 - $28.88 $145,484 - $146,652	5,078 Added 0.71%	724,694 $20.9 Billion
Q1 2024 Apr 11, 2024	BUY	$28.84 - $29.16 $2.08 Million - $2.1 Million	72,116 Added 11.14%	719,616 $20.8 Billion
Q3 2023 Oct 10, 2023	BUY	$28.66 - $28.88 $1.56 Million - $1.57 Million	54,309 Added 9.16%	647,500 $18.6 Billion
Q2 2023 Jul 06, 2023	BUY	$28.78 - $29.3 $2.47 Million - $2.51 Million	85,802 Added 16.91%	593,191 $17.1 Billion
Q1 2023 Apr 04, 2023	SELL	$28.64 - $29.36 $385,981 - $395,684	-13,477 Reduced 2.59%	507,389 $14.8 Billion
Q4 2022 Jan 10, 2023	BUY	$28.7 - $29.07 $457,535 - $463,433	15,942 Added 3.16%	520,866 $15 Billion
Q3 2022 Oct 13, 2022	SELL	$28.84 - $29.57 $260,569 - $267,164	-9,035 Reduced 1.76%	504,924 $14.6 Billion
Q2 2022 Jul 12, 2022	SELL	$29.16 - $29.7 $1.47 Million - $1.5 Million	-50,366 Reduced 8.92%	513,959 $15.2 Billion
Q1 2022 Apr 12, 2022	SELL	$29.62 - $30.41 $152 Million - $156 Million	-5,142,620 Reduced 90.11%	564,325 $16.7 Billion
Q4 2021 Jan 18, 2022	BUY	$30.42 - $30.64 $156 Million - $157 Million	5,127,455 Added 884.82%	5,706,945 $17.4 Billion
Q3 2021 Oct 07, 2021	BUY	$30.62 - $30.7 $252,431 - $253,090	8,244 Added 1.44%	579,490 $17.8 Billion
Q2 2021 Jul 13, 2021	BUY	$30.62 - $30.7 $899,217 - $901,566	29,367 Added 5.42%	571,246 $17.5 Billion
Q1 2021 Apr 19, 2021	BUY	$30.64 - $30.7 $2.09 Million - $2.1 Million	68,254 Added 14.41%	541,879 $0
Q4 2020 Jan 12, 2021	BUY	$30.65 - $30.71 $936,326 - $938,159	30,549 Added 6.89%	473,625 $14.5 Billion
Q3 2020 Oct 20, 2020	BUY	$30.69 - $30.73 $902,684 - $903,861	29,413 Added 7.11%	443,076 $0
Q2 2020 Jul 06, 2020	BUY	$30.66 - $30.74 $153,790 - $154,191	5,016 Added 1.23%	413,663 $12.7 Billion
Q1 2020 Apr 13, 2020	BUY	$29.96 - $30.72 $1.75 Million - $1.79 Million	58,318 Added 16.65%	408,647 $12.5 Billion
Q4 2019 Jan 06, 2020	BUY	$29.91 - $30.1 $129,659 - $130,483	4,335 Added 1.25%	350,329 $10.5 Billion
Q3 2019 Oct 08, 2019	BUY	$29.89 - $30.02 $851,865 - $855,570	28,500 Added 8.98%	345,994 $10.4 Billion
Q2 2019 Jul 09, 2019	BUY	N/A	42,552 Added 15.48%	317,494 $9.51 Billion
Q1 2019 Apr 11, 2019	BUY	N/A	34,183 Added 14.2%	274,942 $8.16 Billion
Q4 2018 Jan 10, 2019	BUY	N/A	43,151 Added 21.84%	240,759 $0
Q3 2018 Oct 03, 2018	BUY	N/A	36,155 Added 22.39%	197,608 $5.81 Billion
Q1 2018 Apr 10, 2018	BUY	N/A	18,251 Added 12.74%	161,453 $4.79 Billion
Q4 2017 Jan 09, 2018	BUY	N/A	143,202	143,202 $4.28 Billion

Others Institutions Holding SPTS

# of Institutions

422

Shares Held

175M

Call Options Held

Put Options Held

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