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

Baker Tilly Wealth Management, LLC

  • $220 Million
  • Q3 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 12,874 shares of SPEM stock, worth $505,819. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,874
Previous 12,799 0.59%
Holding current value
$505,819
Previous $482,000 10.17%
% of portfolio
0.24%
Previous 0.2%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$36.02 - $41.68 $2,701 - $3,126
75 Added 0.59%
12,874 $531,000
Q2 2024

Jul 18, 2024
SELL
$35.3 - $38.79 $113,948 - $125,214
-3,228 Reduced 20.14%
12,799 $482,000
Q1 2024

May 09, 2024
SELL
$33.69 - $36.47 $254,864 - $275,895
-7,565 Reduced 32.07%
16,027 $580,000
Q4 2023

Jan 10, 2024
BUY
$32.26 - $35.46 $50,615 - $55,636
1,569 Added 7.12%
23,592 $835,000
Q3 2023

Oct 10, 2023
SELL
$33.36 - $36.37 $163,897 - $178,685
-4,913 Reduced 18.24%
22,023 $739,000
Q2 2023

Jul 20, 2023
BUY
$33.2 - $35.75 $49,268 - $53,053
1,484 Added 5.83%
26,936 $926,000
Q1 2023

Apr 12, 2023
SELL
$32.49 - $36.44 $547,618 - $614,196
-16,855 Reduced 39.84%
25,452 $868,000
Q4 2022

Jan 26, 2023
BUY
$30.18 - $34.51 $726,704 - $830,966
24,079 Added 132.1%
42,307 $0
Q3 2022

Oct 20, 2022
BUY
$31.04 - $35.55 $13,936 - $15,961
449 Added 2.53%
18,228 $566,000
Q2 2022

Jul 28, 2022
BUY
$33.85 - $40.03 $34,222 - $40,470
1,011 Added 6.03%
17,779 $618,000
Q1 2022

Apr 27, 2022
SELL
$35.69 - $43.02 $45,076 - $54,334
-1,263 Reduced 7.0%
16,768 $648,000
Q4 2021

Feb 08, 2022
SELL
$40.07 - $44.51 $39,228 - $43,575
-979 Reduced 5.15%
18,031 $748,000
Q3 2021

Nov 02, 2021
BUY
$41.44 - $45.27 $7,500 - $8,193
181 Added 0.96%
19,010 $808,000
Q2 2021

Jul 30, 2021
BUY
$42.87 - $46.35 $29,580 - $31,981
690 Added 3.8%
18,829 $857,000
Q1 2021

Apr 28, 2021
BUY
$42.41 - $47.37 $88,382 - $98,719
2,084 Added 12.98%
18,139 $794,000
Q4 2020

Feb 03, 2021
BUY
$36.44 - $42.49 $585,044 - $682,176
16,055 New
16,055 $677,000

Others Institutions Holding SPEM

# of Institutions
810
Shares Held
195M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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