Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Baker Tilly Wealth Management, LLC

  • $542 Million
  • Q1 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 6,993 shares of SPSM stock, worth $288,950. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,993
Previous 11,945 41.46%
Holding current value
$288,950
Previous $503,000 40.36%
% of portfolio
0.06%
Previous 0.08%

Shares

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

May 09, 2024
SELL
$39.85 - $43.04 $197,337 - $213,134
-4,952 Reduced 41.46%
6,993 $300,000
Q4 2023

Jan 10, 2024
BUY
$34.3 - $42.83 $409,713 - $511,604
11,945 New
11,945 $503,000
Q2 2023

Jul 20, 2023
SELL
$35.57 - $38.94 $94,473 - $103,424
-2,656 Reduced 13.76%
16,648 $646,000
Q1 2023

Apr 12, 2023
BUY
$36.04 - $42.08 $695,716 - $812,312
19,304 New
19,304 $729,000

Others Institutions Holding SPSM

# of Institutions
802
Shares Held
185M
Call Options Held
91.7K
Put Options Held
2.7K
View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

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