Baker Tilly Wealth Management, LLC Spdr Ser Tr Spdr Portfolio Mor 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 Spdr Portfolio Mor stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,829 shares of SPMB stock, worth $312,120. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,829
Previous 14,670 5.73%
Holding current value
$312,120
Previous $324,000 4.32%
% of portfolio
0.07%
Previous 0.12%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 09, 2025
SELL
$21.77 - $22.57 $18,308 - $18,981
-841 Reduced 5.73%
13,829 $310,000
Q2 2025

Jul 10, 2025
SELL
$21.55 - $22.2 $146,540 - $150,960
-6,800 Reduced 31.67%
14,670 $324,000
Q1 2025

Apr 09, 2025
SELL
$21.23 - $22.14 $30,337 - $31,638
-1,429 Reduced 6.24%
21,470 $472,000
Q4 2024

Jan 10, 2025
SELL
$21.43 - $22.55 $54,175 - $57,006
-2,528 Reduced 9.94%
22,899 $493,000
Q3 2024

Oct 24, 2024
SELL
$21.35 - $22.73 $25,278 - $26,912
-1,184 Reduced 4.45%
25,427 $572,000
Q2 2024

Jul 18, 2024
SELL
$20.97 - $21.76 $132,257 - $137,240
-6,307 Reduced 19.16%
26,611 $573,000
Q1 2024

May 09, 2024
SELL
$21.41 - $22.04 $731,472 - $752,996
-34,165 Reduced 50.93%
32,918 $714,000
Q4 2023

Jan 10, 2024
BUY
$20.11 - $22.18 $676,279 - $745,891
33,629 Added 100.52%
67,083 $1.48 Million
Q3 2023

Oct 10, 2023
SELL
$20.73 - $21.96 $142,290 - $150,733
-6,864 Reduced 17.02%
33,454 $695,000
Q2 2023

Jul 20, 2023
BUY
$21.68 - $22.43 $71,934 - $74,422
3,318 Added 8.97%
40,318 $883,000
Q1 2023

Apr 12, 2023
BUY
$21.47 - $22.62 $122,593 - $129,160
5,710 Added 18.25%
37,000 $820,000
Q4 2022

Jan 26, 2023
BUY
$20.76 - $22.35 $59,788 - $64,368
2,880 Added 10.14%
31,290 $0
Q3 2022

Oct 20, 2022
BUY
$21.2 - $23.55 $16,599 - $18,439
783 Added 2.83%
28,410 $609,000
Q2 2022

Jul 28, 2022
BUY
$22.01 - $23.84 $35,458 - $38,406
1,611 Added 6.19%
27,627 $631,000
Q1 2022

Apr 27, 2022
SELL
$23.73 - $25.3 $64,521 - $68,790
-2,719 Reduced 9.46%
26,016 $623,000
Q4 2021

Feb 08, 2022
SELL
$25.33 - $25.72 $16,489 - $16,743
-651 Reduced 2.22%
28,735 $729,000
Q3 2021

Nov 02, 2021
BUY
$25.67 - $25.95 $107,351 - $108,522
4,182 Added 16.59%
29,386 $756,000
Q2 2021

Jul 30, 2021
BUY
$25.73 - $26.03 $154,508 - $156,310
6,005 Added 31.28%
25,204 $652,000
Q1 2021

Apr 28, 2021
BUY
$25.91 - $26.47 $279,957 - $286,008
10,805 Added 128.72%
19,199 $498,000
Q4 2020

Feb 03, 2021
BUY
$26.39 - $26.62 $221,517 - $223,448
8,394 New
8,394 $222,000

Others Institutions Holding SPMB

# of Institutions
253
Shares Held
273M
Call Options Held
14.8K
Put Options Held
22.5K
View Full List

About SPDR SER TR SPDR PORTFOLIO MOR

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