A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio S&P 500 ETF (Ma stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 14,526 shares of SPLG stock, worth $1.03 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,526
Previous 19,864 26.87%
Holding current value
$1.03 Million
Previous $1.27 Million 22.9%
% of portfolio
0.45%
Previous 0.53%

Shares

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

Oct 24, 2024

SELL
$60.84 - $67.51 $324,763 - $360,368
-5,338 Reduced 26.87%
14,526 $980,000
Q2 2024

Jul 18, 2024

SELL
$58.24 - $64.51 $1.79 Million - $1.98 Million
-30,663 Reduced 60.69%
19,864 $1.27 Million
Q1 2024

May 09, 2024

SELL
$54.97 - $61.53 $1.22 Million - $1.36 Million
-22,162 Reduced 30.49%
50,527 $3.11 Million
Q4 2023

Jan 10, 2024

SELL
$48.29 - $56.08 $10,961 - $12,730
-227 Reduced 0.31%
72,689 $4.06 Million
Q3 2023

Oct 10, 2023

SELL
$50.09 - $53.81 $2.5 Million - $2.68 Million
-49,870 Reduced 40.62%
72,916 $3.66 Million
Q2 2023

Jul 20, 2023

BUY
$47.56 - $52.11 $265,622 - $291,034
5,585 Added 4.77%
122,786 $6.4 Million
Q1 2023

Apr 12, 2023

SELL
$44.61 - $48.99 $260,656 - $286,248
-5,843 Reduced 4.75%
117,201 $5.64 Million
Q4 2022

Jan 26, 2023

BUY
$41.93 - $47.9 $511,671 - $584,523
12,203 Added 11.01%
123,044 $0
Q3 2022

Oct 20, 2022

SELL
$41.99 - $50.54 $163,844 - $197,207
-3,902 Reduced 3.4%
110,841 $4.65 Million
Q2 2022

Jul 28, 2022

BUY
$43.16 - $53.73 $62,668 - $78,015
1,452 Added 1.28%
114,743 $5.09 Million
Q1 2022

Apr 27, 2022

BUY
$48.98 - $56.19 $1.23 Million - $1.41 Million
25,098 Added 28.46%
113,291 $6.02 Million
Q4 2021

Feb 08, 2022

BUY
$50.43 - $56.16 $227,590 - $253,450
4,513 Added 5.39%
88,193 $4.92 Million
Q3 2021

Nov 02, 2021

BUY
$49.95 - $53.29 $1.28 Million - $1.37 Million
25,621 Added 44.13%
83,680 $4.22 Million
Q2 2021

Jul 30, 2021

BUY
$47.08 - $50.33 $374,568 - $400,425
7,956 Added 15.88%
58,059 $2.92 Million
Q1 2021

Apr 28, 2021

SELL
$43.36 - $46.72 $28,400 - $30,601
-655 Reduced 1.29%
50,103 $2.34 Million
Q4 2020

Feb 03, 2021

BUY
$38.37 - $43.96 $1.95 Million - $2.23 Million
50,758 New
50,758 $2.23 Million

Others Institutions Holding SPLG

About SPDR PORTFOLIO S&P 500 ETF (MA


  • Ticker SPLG
  • Sector ETFs
  • Industry ETFs
More about SPLG
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.