Baker Tilly Wealth Management, LLC Spdr Portfolio Short Term Corp Transaction History

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 16,286 shares of SPSB stock, worth $482,228. This represents 0.09% of its overall portfolio holdings.

Number of Shares
16,286
Previous 26,997 39.67%
Holding current value
$482,228
Previous $803,000 39.73%
% of portfolio
0.09%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$29.65 - $29.92 $317,581 - $320,473
-10,711 Reduced 39.67%
16,286 $484,000
Q4 2023

Jan 10, 2024
BUY
$29.14 - $29.78 $259,287 - $264,982
8,898 Added 49.16%
26,997 $803,000
Q3 2023

Oct 10, 2023
SELL
$29.26 - $29.5 $93,485 - $94,252
-3,195 Reduced 15.0%
18,099 $530,000
Q2 2023

Jul 20, 2023
BUY
$29.36 - $29.7 $35,848 - $36,263
1,221 Added 6.08%
21,294 $626,000
Q1 2023

Apr 12, 2023
BUY
$29.2 - $29.7 $66,984 - $68,131
2,294 Added 12.9%
20,073 $594,000
Q4 2022

Jan 26, 2023
SELL
$29.02 - $29.53 $16,396 - $16,684
-565 Reduced 3.08%
17,779 $0
Q3 2022

Oct 20, 2022
BUY
N/A
2,380 Added 14.91%
18,344 $536,000
Q2 2022

Jul 28, 2022
BUY
N/A
1,675 Added 11.72%
15,964 $475,000
Q1 2022

Apr 27, 2022
BUY
N/A
14,289 New
14,289 $431,000
Q2 2021

Jul 30, 2021
SELL
N/A
-8,359 Closed
0 $0
Q1 2021

Apr 28, 2021
BUY
N/A
172 Added 2.1%
8,359 $262,000
Q4 2020

Feb 03, 2021
BUY
N/A
8,187 New
8,187 $257,000

Others Institutions Holding SPSB

# of Institutions
544
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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