Baker Tilly Wealth Management, LLC Spdr Portfolio Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

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 27,989 shares of SPYG stock, worth $2.45 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
27,989
Previous 26,296 6.44%
Holding current value
$2.45 Million
Previous $2.18 Million 12.84%
% of portfolio
0.99%
Previous 0.99%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$81.74 - $91.38 $138,385 - $154,706
1,693 Added 6.44%
27,989 $2.46 Million
Q3 2024

Oct 24, 2024
SELL
$73.38 - $84.1 $470,292 - $538,996
-6,409 Reduced 19.6%
26,296 $2.18 Million
Q2 2024

Jul 18, 2024
SELL
$68.71 - $80.95 $1.36 Million - $1.61 Million
-19,866 Reduced 37.79%
32,705 $2.62 Million
Q1 2024

May 09, 2024
SELL
$63.12 - $73.73 $13.8 Million - $16.1 Million
-218,784 Reduced 80.63%
52,571 $3.85 Million
Q4 2023

Jan 10, 2024
SELL
$57.02 - $65.3 $553,835 - $634,258
-9,713 Reduced 3.46%
271,355 $17.7 Million
Q3 2023

Oct 10, 2023
BUY
$58.97 - $62.89 $446,933 - $476,643
7,579 Added 2.77%
281,068 $16.7 Million
Q2 2023

Jul 20, 2023
SELL
$54.76 - $61.01 $347,397 - $387,047
-6,344 Reduced 2.27%
273,489 $16.7 Million
Q1 2023

Apr 12, 2023
SELL
$49.61 - $55.36 $3,125 - $3,487
-63 Reduced 0.02%
279,833 $15.5 Million
Q4 2022

Jan 26, 2023
SELL
$49.14 - $55.07 $9.54 Million - $10.7 Million
-194,043 Reduced 40.94%
279,896 $0
Q3 2022

Oct 20, 2022
BUY
$50.1 - $61.86 $9.42 Million - $11.6 Million
188,066 Added 65.79%
473,939 $23.7 Million
Q2 2022

Jul 28, 2022
SELL
$50.47 - $67.39 $481,938 - $643,507
-9,549 Reduced 3.23%
285,873 $14.9 Million
Q1 2022

Apr 27, 2022
SELL
$59.17 - $73.03 $2.93 Million - $3.61 Million
-49,456 Reduced 14.34%
295,422 $19.6 Million
Q4 2021

Feb 08, 2022
BUY
$63.39 - $73.48 $5.6 Million - $6.5 Million
88,394 Added 34.46%
344,878 $25 Million
Q3 2021

Nov 02, 2021
BUY
$63.23 - $68.45 $574,191 - $621,594
9,081 Added 3.67%
256,484 $16.4 Million
Q2 2021

Jul 30, 2021
BUY
$57.17 - $63.06 $409,337 - $451,509
7,160 Added 2.98%
247,403 $15.6 Million
Q1 2021

Apr 28, 2021
BUY
$53.23 - $58.3 $1.24 Million - $1.36 Million
23,302 Added 10.74%
240,243 $13.6 Million
Q4 2020

Feb 03, 2021
BUY
$48.59 - $55.29 $10.5 Million - $12 Million
216,941 New
216,941 $12 Million

Others Institutions Holding SPYG

# of Institutions
1,220
Shares Held
323M
Call Options Held
1.22M
Put Options Held
95.9K
View Full List

About SPDR PORTFOLIO

SPYG Quotes by TradingView
  • Ticker SPYG
  • Sector ETFs
  • Industry ETFs
More about SPYG
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