Baker Tilly Wealth Management, LLC Spdr S&P 600 Small Cap Value E Transaction History

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 3,881 shares of SLYV stock, worth $302,368. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,881
Previous 6,736 42.38%
Holding current value
$302,368
Previous $561,000 42.6%
% of portfolio
0.06%
Previous 0.09%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$77.43 - $82.98 $221,062 - $236,907
-2,855 Reduced 42.38%
3,881 $322,000
Q4 2023

Jan 10, 2024
BUY
$66.67 - $84.55 $63,203 - $80,153
948 Added 16.38%
6,736 $561,000
Q3 2023

Oct 10, 2023
SELL
$71.19 - $81.84 $46,985 - $54,014
-660 Reduced 10.24%
5,788 $418,000
Q2 2023

Jul 20, 2023
SELL
$71.23 - $78.02 $60,972 - $66,785
-856 Reduced 11.72%
6,448 $497,000
Q1 2023

Apr 12, 2023
BUY
$72.3 - $86.64 $32,824 - $39,334
454 Added 6.63%
7,304 $556,000
Q4 2022

Jan 26, 2023
BUY
$72.68 - $79.8 $34,014 - $37,346
468 Added 7.33%
6,850 $0
Q3 2022

Oct 20, 2022
BUY
N/A
408 Added 6.83%
6,382 $428,000
Q2 2022

Jul 28, 2022
SELL
N/A
-48 Reduced 0.8%
5,974 $433,000
Q1 2022

Apr 27, 2022
BUY
N/A
99 Added 1.67%
6,022 $502,000
Q4 2021

Feb 08, 2022
BUY
N/A
382 Added 6.89%
5,923 $502,000
Q3 2021

Nov 02, 2021
BUY
N/A
25 Added 0.45%
5,541 $454,000
Q2 2021

Jul 30, 2021
BUY
N/A
2 Added 0.04%
5,516 $473,000
Q1 2021

Apr 28, 2021
BUY
N/A
793 Added 16.8%
5,514 $452,000
Q4 2020

Feb 03, 2021
BUY
N/A
4,721 New
4,721 $312,000

Others Institutions Holding SLYV

# of Institutions
561
Shares Held
31.2M
Call Options Held
5.5K
Put Options Held
100
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

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