Baker Tilly Wealth Management, LLC Spdr Index Shs Fd Spdr S&P Int Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$30.16 - $32.57 $51,272 - $55,369	-1,700 Reduced 19.23%	7,141 $231,000
Q4 2023 Jan 10, 2024	BUY	$27.19 - $31.79 $30,344 - $35,477	1,116 Added 14.45%	8,841 $280,000
Q3 2023 Oct 10, 2023	SELL	$29.06 - $31.84 $38,446 - $42,124	-1,323 Reduced 14.62%	7,725 $225,000
Q2 2023 Jul 20, 2023	SELL	$29.92 - $31.69 $2,842 - $3,010	-95 Reduced 1.04%	9,048 $276,000
Q1 2023 Apr 12, 2023	BUY	$29.24 - $32.3 $43,801 - $48,385	1,498 Added 19.59%	9,143 $283,000
Q4 2022 Jan 26, 2023	BUY	$25.66 - $30.49 $196,170 - $233,096	7,645 New	7,645 $0
Q2 2022 Jul 28, 2022	SELL	$28.6 - $35.75 $176,261 - $220,327	-6,163 Closed	0 $0
Q1 2022 Apr 27, 2022	BUY	$33.01 - $37.92 $8,483 - $9,745	257 Added 4.35%	6,163 $217,000
Q4 2021 Feb 08, 2022	BUY	$36.31 - $39.79 $214,446 - $234,999	5,906 New	5,906 $223,000

Others Institutions Holding GWX

# of Institutions

228

Shares Held

14.5M

Call Options Held

0

Put Options Held

0

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