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

Baker Tilly Wealth Management, LLC

$239 Million
Q2 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 14,808 shares of SPTL stock, worth $432,245. This represents 0.17% of its overall portfolio holdings.

Number of Shares

14,808

Previous 10,640 39.17%

Holding current value

$432,245

Previous $297,000 35.69%

% of portfolio

0.17%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

429

Shares Held

327M

Call Options Held

26.8K

Put Options Held

1.2K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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