Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History
Baker Tilly Wealth Management, LLC
- $429 Million
- Q3 2025
A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 22,250 shares of SPYG stock, worth $2.31 Million. This represents 0.54% of its overall portfolio holdings.
Number of Shares
22,250
Previous 23,856
6.73%
Holding current value
$2.31 Million
Previous $2.27 Million
2.29%
% of portfolio
0.54%
Previous 0.83%
Shares
20 transactions
Others Institutions Holding SPYG
# of Institutions
1,357Shares Held
324MCall Options Held
342KPut Options Held
167K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.93 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$2 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.18 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.06 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio