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

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

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 $651,908. This represents 0.26% of its overall portfolio holdings.

Number of Shares
4,877
Previous 4,860 0.35%
Holding current value
$651,908
Previous $690,000 6.67%
% of portfolio
0.26%
Previous 0.31%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,281
Shares Held
68.2M
Call Options Held
51K
Put Options Held
46K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
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