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

Baker Tilly Wealth Management, LLC

$249 Million
Q1 2025

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 6,683 shares of SPSB stock, worth $200,890. This represents 0.08% of its overall portfolio holdings.

Number of Shares

6,683

Previous 7,536 11.32%

Holding current value

$200,890

Previous $225,000 10.67%

% of portfolio

0.08%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	$29.82 - $30.1 $25,436 - $25,675	-853 Reduced 11.32%	6,683 $201,000
Q4 2024 Jan 10, 2025	BUY	$29.77 - $30.19 $224,346 - $227,511	7,536 New	7,536 $225,000
Q2 2024 Jul 18, 2024	SELL	$29.51 - $29.7 $262,166 - $263,854	-8,884 Reduced 54.55%	7,402 $219,000
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	$28.95 - $29.53 $16,356 - $16,684	-565 Reduced 3.08%	17,779 $0
Q3 2022 Oct 20, 2022	BUY	$29.16 - $29.99 $69,400 - $71,376	2,380 Added 14.91%	18,344 $536,000
Q2 2022 Jul 28, 2022	BUY	$29.45 - $30.11 $49,328 - $50,434	1,675 Added 11.72%	15,964 $475,000
Q1 2022 Apr 27, 2022	BUY	$30.07 - $30.94 $429,670 - $442,101	14,289 New	14,289 $431,000
Q2 2021 Jul 30, 2021	SELL	$31.26 - $31.37 $261,302 - $262,221	-8,359 Closed	0 $0
Q1 2021 Apr 28, 2021	BUY	$31.23 - $31.41 $5,371 - $5,402	172 Added 2.1%	8,359 $262,000
Q4 2020 Feb 03, 2021	BUY	$31.31 - $31.42 $256,334 - $257,235	8,187 New	8,187 $257,000

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

225M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

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