Baker Tilly Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 4,877 shares of SDY stock, worth $670,441. This represents 0.16% of its overall portfolio holdings.

Number of Shares

4,877

Previous 4,877 -0.0%

Holding current value

$670,441

Previous $661,000 3.33%

% of portfolio

0.16%

Previous 0.24%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$131.66 - $144.0 $2,238 - $2,448	17 Added 0.35%	4,877 $644,000
Q3 2024 Oct 24, 2024	SELL	$125.95 - $142.04 $133,507 - $150,562	-1,060 Reduced 17.91%	4,860 $690,000
Q2 2024 Jul 18, 2024	SELL	$124.6 - $132.46 $831,705 - $884,170	-6,675 Reduced 53.0%	5,920 $752,000
Q1 2024 May 09, 2024	SELL	$122.28 - $131.24 $98,802 - $106,041	-808 Reduced 6.03%	12,595 $1.65 Million
Q2 2023 Jul 20, 2023	SELL	$117.3 - $124.97 $359,876 - $383,407	-3,068 Reduced 18.63%	13,403 $1.64 Million
Q1 2023 Apr 12, 2023	BUY	$117.74 - $132.18 $23,194 - $26,039	197 Added 1.21%	16,471 $2.04 Million
Q4 2022 Jan 26, 2023	BUY	$112.65 - $131.57 $2,027 - $2,368	18 Added 0.11%	16,274 $0
Q3 2022 Oct 20, 2022	BUY	$111.5 - $132.34 $3,568 - $4,234	32 Added 0.2%	16,256 $1.81 Million
Q2 2022 Jul 28, 2022	SELL	$114.07 - $132.3 $457,420 - $530,523	-4,010 Reduced 19.82%	16,224 $1.93 Million
Q1 2022 Apr 27, 2022	BUY	$121.65 - $130.75 $32,115 - $34,518	264 Added 1.32%	20,234 $2.59 Million
Q4 2021 Feb 08, 2022	BUY	$118.81 - $129.12 $1.36 Million - $1.48 Million	11,427 Added 133.76%	19,970 $2.58 Million
Q4 2020 Feb 03, 2021	BUY	$91.76 - $107.36 $783,905 - $917,176	8,543 New	8,543 $905,000

Others Institutions Holding SDY

# of Institutions

1,338

Shares Held

71M

Call Options Held

77.7K

Put Options Held

26.9K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
Sector ETFs
Industry ETFs

More about SDY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Account

Baker Tilly Wealth Management, LLC Spdr Series Tr Spdr S&P Divide Transaction History