Baker Tilly Wealth Management, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 25,023 shares of SPDW stock, worth $938,362. This represents 0.34% of its overall portfolio holdings.

Number of Shares
25,023
Previous 25,852 3.21%
Holding current value
$938,362
Previous $971,000 12.05%
% of portfolio
0.34%
Previous 0.44%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
$34.13 - $37.35 $28,293 - $30,963
-829 Reduced 3.21%
25,023 $854,000
Q3 2024

Oct 24, 2024
BUY
$33.74 - $37.96 $30,770 - $34,619
912 Added 3.66%
25,852 $971,000
Q2 2024

Jul 18, 2024
SELL
$34.2 - $36.64 $118,229 - $126,664
-3,457 Reduced 12.17%
24,940 $874,000
Q1 2024

May 09, 2024
SELL
$32.85 - $35.9 $565,151 - $617,623
-17,204 Reduced 37.73%
28,397 $1.02 Million
Q4 2023

Jan 10, 2024
BUY
$29.46 - $34.07 $539,294 - $623,685
18,306 Added 67.07%
45,601 $1.55 Million
Q3 2023

Oct 10, 2023
SELL
$30.88 - $33.58 $307,348 - $334,221
-9,953 Reduced 26.72%
27,295 $846,000
Q2 2023

Jul 20, 2023
BUY
$31.7 - $33.66 $104,419 - $110,876
3,294 Added 9.7%
37,248 $1.21 Million
Q1 2023

Apr 12, 2023
BUY
$29.83 - $32.71 $273,809 - $300,245
9,179 Added 37.05%
33,954 $1.09 Million
Q4 2022

Jan 26, 2023
SELL
$25.7 - $31.02 $779,481 - $940,836
-30,330 Reduced 55.04%
24,775 $0
Q3 2022

Oct 20, 2022
BUY
$25.67 - $30.93 $927,534 - $1.12 Million
36,133 Added 190.45%
55,105 $1.42 Million
Q2 2022

Jul 28, 2022
BUY
$28.57 - $34.74 $107,994 - $131,317
3,780 Added 24.88%
18,972 $547,000
Q1 2022

Apr 27, 2022
SELL
$31.42 - $36.91 $574,640 - $675,046
-18,289 Reduced 54.63%
15,192 $521,000
Q4 2021

Feb 08, 2022
BUY
$35.28 - $37.98 $842,874 - $907,380
23,891 Added 249.12%
33,481 $1.22 Million
Q3 2021

Nov 02, 2021
BUY
$35.68 - $38.17 $49,131 - $52,560
1,377 Added 16.77%
9,590 $347,000
Q2 2021

Jul 30, 2021
BUY
$35.87 - $38.34 $22,095 - $23,617
616 Added 8.11%
8,213 $302,000
Q1 2021

Apr 28, 2021
BUY
$33.6 - $35.9 $255,259 - $272,732
7,597 New
7,597 $269,000

Others Institutions Holding SPDW

# of Institutions
1,041
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email