Boston Standard Wealth Management, LLC Spdr Portfolio S&P 1500 Compos 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 1500 Compos stock. As of the latest transaction made, Boston Standard Wealth Management, LLC holds 341,551 shares of SPTM stock, worth $25.6 Million. This represents 4.61% of its overall portfolio holdings.
Number of Shares
341,551
Previous 360,960
5.38%
Holding current value
$25.6 Million
Previous $24.4 Million
4.84%
% of portfolio
4.61%
Previous 5.24%
Shares
29 transactions
Others Institutions Holding SPTM
# of Institutions
700Shares Held
92.4MCall Options Held
8.6KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC8.17MShares$613 Million0.23% of portfolio
-
Huntington National Bank Columbus, OH3.24MShares$243 Million1.64% of portfolio
-
Cwm, LLC3.16MShares$237 Million0.86% of portfolio
-
Private Advisor Group, LLC3.02MShares$227 Million1.3% of portfolio
-
Valmark Advisers, Inc.2.66MShares$199 Million2.76% of portfolio