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 $470,622. This represents 0.19% of its overall portfolio holdings.
Number of Shares
21,470
Previous 22,899
6.24%
Holding current value
$470,622
Previous $493,000
4.26%
% of portfolio
0.19%
Previous 0.2%
Shares
18 transactions
Others Institutions Holding SPMB
# of Institutions
246Shares Held
266MCall Options Held
5.5KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA183MShares$4.01 Billion8.31% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.3MShares$291 Million0.12% of portfolio
-
Townsquare Capital LLC5.51MShares$121 Million1.38% of portfolio
-
Stifel Financial Corp St. Louis, MO5.51MShares$121 Million0.13% of portfolio
-
Horizon Financial Services, LLC4.59MShares$101 Million4.81% of portfolio