Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History

Baker Tilly Wealth Management, LLC

$429 Million
Q3 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 15,334 shares of SPYV stock, worth $840,916. This represents 0.2% of its overall portfolio holdings.

Number of Shares

15,334

Previous 13,716 11.8%

Holding current value

$840,916

Previous $717,000 18.27%

% of portfolio

0.2%

Previous 0.26%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$52.12 - $55.33 $84,330 - $89,523	1,618 Added 11.8%	15,334 $848,000
Q2 2025 Jul 10, 2025	SELL	$45.11 - $52.34 $163,704 - $189,941	-3,629 Reduced 20.92%	13,716 $717,000
Q1 2025 Apr 09, 2025	SELL	$49.78 - $53.19 $31,610 - $33,775	-635 Reduced 3.53%	17,345 $878,000
Q4 2024 Jan 10, 2025	SELL	$51.09 - $55.27 $183,924 - $198,972	-3,600 Reduced 16.68%	17,980 $919,000
Q3 2024 Oct 24, 2024	BUY	$48.51 - $52.86 $81,545 - $88,857	1,681 Added 8.45%	21,580 $1.14 Million
Q2 2024 Jul 18, 2024	BUY	$47.37 - $50.09 $107,814 - $114,004	2,276 Added 12.91%	19,899 $969,000
Q1 2024 May 09, 2024	SELL	$45.88 - $50.1 $727,977 - $794,936	-15,867 Reduced 47.38%	17,623 $882,000
Q4 2023 Jan 10, 2024	BUY	$39.63 - $46.73 $399,470 - $471,038	10,080 Added 43.06%	33,490 $1.56 Million
Q3 2023 Oct 10, 2023	SELL	$41.15 - $44.69 $244,348 - $265,369	-5,938 Reduced 20.23%	23,410 $965,000
Q2 2023 Jul 20, 2023	BUY	$40.17 - $43.27 $91,748 - $98,828	2,284 Added 8.44%	29,348 $1.27 Million
Q1 2023 Apr 12, 2023	BUY	$38.68 - $42.77 $167,716 - $185,450	4,336 Added 19.08%	27,064 $1.1 Million
Q4 2022 Jan 26, 2023	SELL	$34.79 - $40.71 $462,602 - $541,320	-13,297 Reduced 36.91%	22,728 $0
Q3 2022 Oct 20, 2022	BUY	$34.49 - $40.43 $433,401 - $508,043	12,566 Added 53.57%	36,025 $1.24 Million
Q2 2022 Jul 28, 2022	SELL	$35.93 - $42.52 $1.08 Million - $1.28 Million	-30,026 Reduced 56.14%	23,459 $864,000
Q1 2022 Apr 27, 2022	SELL	$39.54 - $42.64 $707,805 - $763,298	-17,901 Reduced 25.08%	53,485 $2.23 Million
Q4 2021 Feb 08, 2022	BUY	$39.14 - $42.04 $2.24 Million - $2.4 Million	57,152 Added 401.52%	71,386 $3 Million
Q3 2021 Nov 02, 2021	SELL	$38.51 - $40.73 $15,596 - $16,495	-405 Reduced 2.77%	14,234 $555,000
Q2 2021 Jul 30, 2021	BUY	$38.15 - $40.6 $3,357 - $3,572	88 Added 0.6%	14,639 $579,000
Q1 2021 Apr 28, 2021	BUY	$33.86 - $38.29 $85,428 - $96,605	2,523 Added 20.98%	14,551 $551,000
Q4 2020 Feb 03, 2021	BUY	$29.5 - $34.42 $354,826 - $414,003	12,028 New	12,028 $414,000

Others Institutions Holding SPYV

# of Institutions

1,164

Shares Held

449M

Call Options Held

372K

Put Options Held

26K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
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Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 500 Value E Transaction History