Baker Tilly Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Baker Tilly Wealth Management, LLC

$220 Million
Q3 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 14,909 shares of SPTL stock, worth $397,772. This represents 0.2% of its overall portfolio holdings.

Number of Shares

14,909

Previous 14,808 0.68%

Holding current value

$397,772

Previous $403,000 7.44%

% of portfolio

0.2%

Previous 0.17%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	BUY	$26.69 - $29.87 $2,695 - $3,016	101 Added 0.68%	14,909 $433,000
Q2 2024 Jul 18, 2024	BUY	$26.06 - $27.96 $108,618 - $116,537	4,168 Added 39.17%	14,808 $403,000
Q1 2024 May 09, 2024	SELL	$27.25 - $28.98 $377,766 - $401,749	-13,863 Reduced 56.58%	10,640 $297,000
Q4 2023 Jan 10, 2024	BUY	$24.55 - $29.44 $368,200 - $441,541	14,998 Added 157.79%	24,503 $711,000
Q3 2023 Oct 10, 2023	SELL	$26.09 - $29.96 $113,387 - $130,206	-4,346 Reduced 31.38%	9,505 $248,000
Q2 2023 Jul 20, 2023	BUY	$29.25 - $31.5 $34,281 - $36,918	1,172 Added 9.24%	13,851 $414,000
Q1 2023 Apr 12, 2023	BUY	$28.88 - $31.49 $122,826 - $133,926	4,253 Added 50.47%	12,679 $391,000
Q4 2022 Jan 26, 2023	BUY	$27.04 - $31.56 $227,839 - $265,924	8,426 New	8,426 $0

Others Institutions Holding SPTL

# of Institutions

463

Shares Held

355M

Call Options Held

264K

Put Options Held

19K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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Baker Tilly Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History