Baker Tilly Wealth Management, LLC Spdr Ser Tr Fds 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 Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 10,032 shares of SPEM stock, worth $395,762. This represents 0.15% of its overall portfolio holdings.

Number of Shares
10,032
Previous 12,874 22.08%
Holding current value
$395,762
Previous $531,000 27.68%
% of portfolio
0.15%
Previous 0.24%

Shares

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

Jan 10, 2025
SELL
$38.37 - $42.82 $109,047 - $121,694
-2,842 Reduced 22.08%
10,032 $384,000
Q3 2024

Oct 24, 2024
BUY
$36.02 - $41.68 $2,701 - $3,126
75 Added 0.59%
12,874 $531,000
Q2 2024

Jul 18, 2024
SELL
$35.3 - $38.79 $113,948 - $125,214
-3,228 Reduced 20.14%
12,799 $482,000
Q1 2024

May 09, 2024
SELL
$33.69 - $36.47 $254,864 - $275,895
-7,565 Reduced 32.07%
16,027 $580,000
Q4 2023

Jan 10, 2024
BUY
$32.26 - $35.46 $50,615 - $55,636
1,569 Added 7.12%
23,592 $835,000
Q3 2023

Oct 10, 2023
SELL
$33.36 - $36.37 $163,897 - $178,685
-4,913 Reduced 18.24%
22,023 $739,000
Q2 2023

Jul 20, 2023
BUY
$33.2 - $35.75 $49,268 - $53,053
1,484 Added 5.83%
26,936 $926,000
Q1 2023

Apr 12, 2023
SELL
$32.49 - $36.44 $547,618 - $614,196
-16,855 Reduced 39.84%
25,452 $868,000
Q4 2022

Jan 26, 2023
BUY
$30.18 - $34.51 $726,704 - $830,966
24,079 Added 132.1%
42,307 $0
Q3 2022

Oct 20, 2022
BUY
$31.04 - $35.55 $13,936 - $15,961
449 Added 2.53%
18,228 $566,000
Q2 2022

Jul 28, 2022
BUY
$33.85 - $40.03 $34,222 - $40,470
1,011 Added 6.03%
17,779 $618,000
Q1 2022

Apr 27, 2022
SELL
$35.69 - $43.02 $45,076 - $54,334
-1,263 Reduced 7.0%
16,768 $648,000
Q4 2021

Feb 08, 2022
SELL
$40.07 - $44.51 $39,228 - $43,575
-979 Reduced 5.15%
18,031 $748,000
Q3 2021

Nov 02, 2021
BUY
$41.44 - $45.27 $7,500 - $8,193
181 Added 0.96%
19,010 $808,000
Q2 2021

Jul 30, 2021
BUY
$42.87 - $46.35 $29,580 - $31,981
690 Added 3.8%
18,829 $857,000
Q1 2021

Apr 28, 2021
BUY
$42.41 - $47.37 $88,382 - $98,719
2,084 Added 12.98%
18,139 $794,000
Q4 2020

Feb 03, 2021
BUY
$36.44 - $42.49 $585,044 - $682,176
16,055 New
16,055 $677,000

Others Institutions Holding SPEM

# of Institutions
878
Shares Held
206M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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