Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio S&P 600 Small C stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 8,560 shares of SPSM stock, worth $377,752. This represents 0.15% of its overall portfolio holdings.

Number of Shares

8,560

Previous 6,031 41.93%

Holding current value

$377,752

Previous $274,000 40.15%

% of portfolio

0.15%

Previous 0.12%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 10, 2025	BUY	$44.33 - $49.55 $112,110 - $125,311	2,529 Added 41.93%	8,560 $384,000
Q3 2024 Oct 24, 2024	BUY	$41.02 - $46.01 $4,184 - $4,693	102 Added 1.72%	6,031 $274,000
Q2 2024 Jul 18, 2024	SELL	$39.75 - $43.15 $42,294 - $45,911	-1,064 Reduced 15.22%	5,929 $246,000
Q1 2024 May 09, 2024	SELL	$39.85 - $43.04 $197,337 - $213,134	-4,952 Reduced 41.46%	6,993 $300,000
Q4 2023 Jan 10, 2024	BUY	$34.3 - $42.83 $409,713 - $511,604	11,945 New	11,945 $503,000
Q2 2023 Jul 20, 2023	SELL	$35.57 - $38.94 $94,473 - $103,424	-2,656 Reduced 13.76%	16,648 $646,000
Q1 2023 Apr 12, 2023	BUY	$36.04 - $42.08 $695,716 - $812,312	19,304 New	19,304 $729,000

Others Institutions Holding SPSM

# of Institutions

892

Shares Held

197M

Call Options Held

39.5K

Put Options Held

5.8K

View Full List

About SPDR PORTFOLIO S&P 600 SMALL C

Ticker SPSM
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Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 600 Small C Transaction History