Boston Standard Wealth Management, LLC SPSM Holdings History
Boston Standard Wealth Management, LLC's SPDR Portfolio S&P 600 Small Cap ETF Holding Summary
As of 2025-06-30, Boston Standard Wealth Management, LLC held 374,051.00 shares of SPDR Portfolio S&P 600 Small Cap ETF(SPSM), totaling $15.94 Mil. This investment constitutes 2.87% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.14% of the outstanding SPDR Portfolio S&P 600 Small Cap ETF(SPSM) stock.
The initial trade took place in 2018Q3. And since then Boston Standard Wealth Management, LLC has made 21 purchases of SPSM, at an average price of $34.91, for a total of 427,232.00 shares. In addition, there have been 6 sales at an average price of $40.15 for 53,181.00 shares. Based on historical transaction data and SPSM's current price of $44.47, Boston Standard Wealth Management, LLC's estimated gain on his SPSM holdings is $3.85 Mil, reflecting a 25.84% gain to date.
Boston Standard Wealth Management, LLC SPSM ($44.47) Holding Chart
Boston Standard Wealth Management, LLC SPSM ($44.47) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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