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

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

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 8,711 shares of SPEM stock, worth $403,406. This represents 0.09% of its overall portfolio holdings.

Number of Shares

8,711

Previous 8,686 0.29%

Holding current value

$403,406

Previous $371,000 9.7%

% of portfolio

0.09%

Previous 0.14%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$42.67 - $46.91 $1,066 - $1,172	25 Added 0.29%	8,711 $407,000
Q2 2025 Jul 10, 2025	SELL	$34.72 - $42.74 $39,198 - $48,253	-1,129 Reduced 11.5%	8,686 $371,000
Q1 2025 Apr 09, 2025	SELL	$37.07 - $40.63 $8,044 - $8,816	-217 Reduced 2.16%	9,815 $387,000
Q4 2024 Jan 10, 2025	SELL	$38.37 - $42.82 $109,047 - $121,694	-2,842 Reduced 22.08%	10,032 $384,000
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

958

Shares Held

226M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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