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

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q1 2025

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 7,632 shares of SPTL stock, worth $198,508. This represents 0.08% of its overall portfolio holdings.

Number of Shares
7,632
Previous 8,266 7.67%
Holding current value
$198,508
Previous $216,000 4.63%
% of portfolio
0.08%
Previous 0.09%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
SELL
$25.54 - $27.64 $16,192 - $17,523
-634 Reduced 7.67%
7,632 $206,000
Q4 2024

Jan 10, 2025
SELL
$26.05 - $29.17 $173,050 - $193,776
-6,643 Reduced 44.56%
8,266 $216,000
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
514
Shares Held
375M
Call Options Held
26.7K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

SPTL Quotes by TradingView
  • Ticker SPTL
  • Sector ETFs
  • Industry ETFs
More about SPTL
Track This Portfolio

Track Baker Tilly Wealth Management, LLC Portfolio

Follow Baker Tilly Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baker Tilly Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baker Tilly Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email