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

Baker Tilly Wealth Management, LLC

$249 Million
Q1 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 21,470 shares of SPMB stock, worth $471,910. This represents 0.19% of its overall portfolio holdings.

Number of Shares

21,470

Previous 22,899 6.24%

Holding current value

$471,910

Previous $493,000 4.26%

% of portfolio

0.19%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

248

Shares Held

270M

Call Options Held

35.6K

Put Options Held

3.54K

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About SPDR SER TR SPDR PORTFOLIO MOR

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