Boston Standard Wealth Management, LLC SPTM Holdings History
Boston Standard Wealth Management, LLC's SPDR Portfolio S&P 1500 Composite Stock Market ETF Holding Summary
As of 2025-06-30, Boston Standard Wealth Management, LLC held 341,551.00 shares of SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM), totaling $25.58 Mil. This investment constitutes 4.61% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.24% of the outstanding SPDR Portfolio S&P 1500 Composite Stock Market ETF(SPTM) stock.
The initial trade took place in 2018Q3. And since then Boston Standard Wealth Management, LLC has made 13 purchases of SPTM, at an average price of $36.32, for a total of 1.90 Mil shares. In addition, there have been 14 sales at an average price of $45.44 for 1.56 Mil shares. Based on historical transaction data and SPTM's current price of $76.88, Boston Standard Wealth Management, LLC's estimated gain on his SPTM holdings is $28.06 Mil, reflecting a 40.65% gain to date.
Boston Standard Wealth Management, LLC SPTM ($76.88) Holding Chart
Boston Standard Wealth Management, LLC SPTM ($76.88) 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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