Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 09, 2024	SELL	$47.16 - $53.34 $1.37 Million - $1.55 Million	-29,027 Reduced 87.59%	4,111 $219,000
Q4 2023 Jan 10, 2024	SELL	$40.76 - $49.2 $35,175 - $42,459	-863 Reduced 2.54%	33,138 $1.61 Million
Q3 2023 Oct 10, 2023	SELL	$43.23 - $47.8 $18,934 - $20,936	-438 Reduced 1.27%	34,001 $1.49 Million
Q2 2023 Jul 20, 2023	BUY	$42.21 - $45.89 $2,152 - $2,340	51 Added 0.15%	34,439 $1.58 Million
Q1 2023 Apr 12, 2023	BUY	$41.67 - $47.74 $2,583 - $2,959	62 Added 0.18%	34,388 $1.51 Million
Q4 2022 Jan 26, 2023	BUY	$39.32 - $45.21 $314 - $361	8 Added 0.02%	34,326 $0
Q3 2022 Oct 20, 2022	SELL	$38.55 - $46.17 $95,372 - $114,224	-2,474 Reduced 6.72%	34,318 $1.32 Million
Q2 2022 Jul 28, 2022	SELL	$38.67 - $47.45 $13,263 - $16,275	-343 Reduced 0.92%	36,792 $1.46 Million
Q1 2022 Apr 27, 2022	BUY	$44.15 - $50.14 $88,476 - $100,480	2,004 Added 5.7%	37,135 $1.75 Million
Q4 2021 Feb 08, 2022	BUY	$46.63 - $50.95 $289,292 - $316,093	6,204 Added 21.45%	35,131 $1.75 Million
Q3 2021 Nov 02, 2021	BUY	$45.05 - $48.67 $82,756 - $89,406	1,837 Added 6.78%	28,927 $1.34 Million
Q2 2021 Jul 30, 2021	BUY	$45.87 - $48.58 $35,503 - $37,600	774 Added 2.94%	27,090 $1.28 Million
Q1 2021 Apr 28, 2021	BUY	$39.79 - $47.1 $89,089 - $105,456	2,239 Added 9.3%	26,316 $1.2 Million
Q4 2020 Feb 03, 2021	BUY	$33.07 - $40.57 $796,226 - $976,803	24,077 New	24,077 $973,000

Others Institutions Holding SPMD

# of Institutions

656

Shares Held

188M

Call Options Held

1K

Put Options Held

0

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