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Institutional Investment Manager
Baystate Wealth Management LLC
Baystate Wealth Management LLC (CIK: 0001546408) incorporated in Massachusetts, located at One Marina Park Drive, Boston, MA. Institutional holdings reported to the SEC.

Institutional Holdings (2015Q2)
Portfolio Summary: 60 holdings with a total value of $372,358,000.
#
Name
Shares
Value ($)
%
Options
Notes
51 SPDR SERIES TRUST 692,807 21,200,000 5.69%
52 INDEXIQ ETF TR 803,897 23,779,000 6.39%
53 POWERSHARES ETF TRUST 278,335 25,239,000 6.78%
54 ISHARES TR 165,801 28,238,000 7.58%
55 ISHARES TR 239,447 29,897,000 8.03%
56 ISHARES TR 256,628 30,454,000 8.18%
57 ISHARES TR 537,351 31,946,000 8.58%
58 VANGUARD INTL EQUITY INDEX F 812,804 33,227,000 8.92%
59 SPDR SERIES TRUST 866,244 33,290,000 8.94%
60 SPDR INDEX SHS FDS 2,815,971 79,185,000 21.27%
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Portfolio data is normalized using SEC Form 13F filings, including the Original 13F-HR (0001546408-15-000003, filed 2015.07.07).

From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.