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 25,852 shares of SPDW stock, worth $922,916. This represents 0.44% of its overall portfolio holdings.

Number of Shares
25,852
Previous 24,940 3.66%
Holding current value
$922,916
Previous $874,000 11.1%
% of portfolio
0.44%
Previous 0.37%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About SPDR SER TR FDS SPDR PORTFOLIO


  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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