Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History
Baker Tilly Wealth Management, LLC
- $273 Million
- Q2 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 23,856 shares of SPYG stock, worth $2.46 Million. This represents 0.83% of its overall portfolio holdings.
Number of Shares
23,856
Previous 30,666
22.21%
Holding current value
$2.46 Million
Previous $2.46 Million
7.45%
% of portfolio
0.83%
Previous 0.98%
Shares
19 transactions
Others Institutions Holding SPYG
# of Institutions
1,313Shares Held
319MCall Options Held
342KPut Options Held
147K-
Lpl Financial LLC Fort Mill, SC37.9MShares$3.9 Billion1.27% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA19.2MShares$1.98 Billion3.67% of portfolio
-
Allworth Financial LP11.3MShares$1.17 Billion5.37% of portfolio
-
Envestnet Asset Management Inc10.2MShares$1.05 Billion0.3% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN9.85MShares$1.02 Billion0.24% of portfolio