Boston Standard Wealth Management, LLC SPTS Holdings History
Boston Standard Wealth Management, LLC's SPDR Portfolio Short Term Treasury ETF Holding Summary
As of 2025-06-30, Boston Standard Wealth Management, LLC held 747,610.00 shares of SPDR Portfolio Short Term Treasury ETF(SPTS), totaling $21.90 Mil. This investment constitutes 3.94% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.38% of the outstanding SPDR Portfolio Short Term Treasury ETF(SPTS) stock.
The initial trade took place in 2019Q3. And since then Boston Standard Wealth Management, LLC has made 17 purchases of SPTS, at an average price of $30.40, for a total of 5.98 Mil shares. In addition, there have been 6 sales at an average price of $30.04 for 5.23 Mil shares. Based on historical transaction data and SPTS's current price of $29.18, Boston Standard Wealth Management, LLC's estimated gain on his SPTS holdings is $-2.81 Mil, reflecting a -1.55% gain to date.
Boston Standard Wealth Management, LLC SPTS ($29.18) Holding Chart
Boston Standard Wealth Management, LLC SPTS ($29.18) 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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