Baker Tilly Wealth Management, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	SELL	$147.68 - $155.59 $1.21 Million - $1.28 Million	-8,209 Reduced 77.33%	2,407 $367,000
Q1 2024 May 09, 2024	SELL	$144.21 - $155.74 $777,868 - $840,061	-5,394 Reduced 33.69%	10,616 $1.65 Million
Q4 2023 Jan 10, 2024	SELL	$130.07 - $145.59 $335,060 - $375,039	-2,576 Reduced 13.86%	16,010 $2.32 Million
Q3 2023 Oct 10, 2023	SELL	$133.53 - $143.85 $269,196 - $290,001	-2,016 Reduced 9.79%	18,586 $2.48 Million
Q2 2023 Jul 20, 2023	SELL	$133.6 - $140.61 $144,288 - $151,858	-1,080 Reduced 4.98%	20,602 $2.9 Million
Q1 2023 Apr 12, 2023	SELL	$130.44 - $140.63 $122,222 - $131,770	-937 Reduced 4.14%	21,682 $2.97 Million
Q3 2022 Oct 20, 2022	SELL	$123.39 - $143.89 $3,701 - $4,316	-30 Reduced 0.13%	22,619 $2.79 Million
Q2 2022 Jul 28, 2022	SELL	$124.76 - $146.81 $33,560 - $39,491	-269 Reduced 1.17%	22,649 $2.97 Million
Q1 2022 Apr 27, 2022	BUY	$132.75 - $149.18 $124,917 - $140,378	941 Added 4.28%	22,918 $3.29 Million
Q4 2021 Feb 08, 2022	SELL	$133.85 - $150.71 $235,040 - $264,646	-1,756 Reduced 7.4%	21,977 $3.31 Million
Q3 2021 Nov 02, 2021	SELL	$133.4 - $142.58 $28,147 - $30,084	-211 Reduced 0.88%	23,733 $3.17 Million
Q2 2021 Jul 30, 2021	SELL	$126.3 - $135.02 $22,102 - $23,628	-175 Reduced 0.73%	23,944 $3.19 Million
Q1 2021 Apr 28, 2021	SELL	$115.39 - $126.42 $16,731 - $18,330	-145 Reduced 0.6%	24,119 $3.02 Million
Q4 2020 Feb 03, 2021	BUY	$105.25 - $120.39 $2.55 Million - $2.92 Million	24,264 New	24,264 $2.91 Million

Others Institutions Holding LGLV

# of Institutions

159

Shares Held

3.58M

Call Options Held

0

Put Options Held

0

Syntegra Private Wealth Group, LLC Chesterfield, MO

610K
Shares

$101 Million
11.93% of portfolio
Cwm, LLC

318K
Shares

$52.8 Million
0.23% of portfolio
Baltimore Washington Financial Advisors, Inc.

274K
Shares

$45.5 Million
2.58% of portfolio
Gerber Kawasaki Wealth & Investment Management

239K
Shares

$39.6 Million
1.87% of portfolio
Congress Wealth Management LLC Boston, MA

212K
Shares

$35.2 Million
0.5% of portfolio

About SPDR SSGA US LARGE CAP LOW VOL

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