SPDR SER TR

Ticker: SPTM CUSIP: 78464A805 Class: PORTFOLI S&P1500

Boston Standard Wealth Management, LLC's Holding History (CIK: 0001630939)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 333,247 Value ($000) $27,493 Avg Close — Range —
Q3 2025
Shares 342,411 Value ($000) $27,615 Avg Close — Range —
Q2 2025
Shares 341,551 Value ($000) $25,579 Avg Close — Range —
Q1 2025
Shares 360,960 Value ($000) $23,950 Avg Close — Range —
Q4 2024
Shares 348,004 Value ($000) $24,858 Avg Close — Range —
Q3 2024
Shares 360,694 Value ($000) $25,270 Avg Close — Range —
Q2 2024
Shares 360,960 Value ($000) $23,950 Avg Close — Range —
Q1 2024
Shares 361,445 Value ($000) $23,187 Avg Close — Range —
Q4 2023
Shares 341,618 Value ($000) $17,932 Avg Close — Range —
Q3 2023
Shares 341,618 Value ($000) $17,932 Avg Close — Range —
Q2 2023
Shares 346,480 Value ($000) $18,862 Avg Close — Range —
Q1 2023
Shares 341,962 Value ($000) $17,245 Avg Close — Range —
Q4 2022
Shares 342,773 Value ($000) $16,210 Avg Close — Range —
Q3 2022
Shares 331,946 Value ($000) $14,642,000 Avg Close — Range —
Q2 2022
Shares 340,888 Value ($000) $15,998,000 Avg Close — Range —
Q1 2022
Shares 333,675 Value ($000) $18,546,000 Avg Close — Range —
Q4 2021
Shares 339,239 Value ($000) $19,829,000 Avg Close — Range —
Q3 2021
Shares 331,866 Value ($000) $17,586,000 Avg Close — Range —
Q2 2021
Shares 348,170 Value ($000) $18,443,000 Avg Close — Range —
Q1 2021
Shares 482,556 Value ($000) $23,640,000 Avg Close — Range —
Q4 2020
Shares 751,054 Value ($000) $34,616,000 Avg Close — Range —
Q3 2020
Shares 1,658,989 Value ($000) $67,836,000 Avg Close — Range —
Q2 2020
Shares 1,822,678 Value ($000) $68,861,000 Avg Close — Range —
Q1 2020
Shares 1,782,426 Value ($000) $53,455,000 Avg Close — Range —
Q4 2019
Shares 1,797,697 Value ($000) $71,656,000 Avg Close — Range —
Q3 2019
Shares 1,763,725 Value ($000) $64,799,000 Avg Close — Range —
Q2 2019
Shares 1,715,696 Value ($000) $63,206,000 Avg Close — Range —
Q1 2019
Shares 1,643,502 Value ($000) $58,492,000 Avg Close — Range —
Q4 2018
Shares 1,588,387 Value ($000) $49,097,000 Avg Close — Range —
Q3 2018
Shares 1,560,843 Value ($000) $56,518,000 Avg Close — Range —
Q1 2018
Shares 1,308,947 Value ($000) $42,960,000 Avg Close — Range —
Q4 2017
Shares 1,265,341 Value ($000) $42,022,000 Avg Close — Range —