Boston Standard Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History
Boston Standard Wealth Management, LLC
- $555 Million
- Q2 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 374,051 shares of SPSM stock, worth $16.3 Million. This represents 2.87% of its overall portfolio holdings.
Number of Shares
374,051
Previous 335,826
11.38%
Holding current value
$16.3 Million
Previous $13.6 Million
16.87%
% of portfolio
2.87%
Previous 2.93%
Shares
29 transactions
Others Institutions Holding SPSM
# of Institutions
970Shares Held
201MCall Options Held
64.8KPut Options Held
5.94K-
Financial Engines Advisors L.L.C. Santa Clara, CA22.6MShares$981 Million1.98% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.4MShares$976 Million0.37% of portfolio
-
Betterment LLC New York, NY16.1MShares$702 Million1.56% of portfolio
-
Valmark Advisers, Inc.5.85MShares$254 Million3.64% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA5.65MShares$246 Million0.04% of portfolio