Baker Tilly Wealth Management, LLC Spdr Portfolio Long Term Treas Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 8,266 shares of SPTL stock, worth $217,726. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,266
Previous 14,909 44.56%
Holding current value
$217,726
Previous $433,000 50.12%
% of portfolio
0.09%
Previous 0.2%

Shares

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

Jan 10, 2025
SELL
$26.05 - $29.17 $173,050 - $193,776
-6,643 Reduced 44.56%
8,266 $216,000
Q3 2024

Oct 24, 2024
BUY
$26.69 - $29.87 $2,695 - $3,016
101 Added 0.68%
14,909 $433,000
Q2 2024

Jul 18, 2024
BUY
$26.06 - $27.96 $108,618 - $116,537
4,168 Added 39.17%
14,808 $403,000
Q1 2024

May 09, 2024
SELL
$27.25 - $28.98 $377,766 - $401,749
-13,863 Reduced 56.58%
10,640 $297,000
Q4 2023

Jan 10, 2024
BUY
$24.55 - $29.44 $368,200 - $441,541
14,998 Added 157.79%
24,503 $711,000
Q3 2023

Oct 10, 2023
SELL
$26.09 - $29.96 $113,387 - $130,206
-4,346 Reduced 31.38%
9,505 $248,000
Q2 2023

Jul 20, 2023
BUY
$29.25 - $31.5 $34,281 - $36,918
1,172 Added 9.24%
13,851 $414,000
Q1 2023

Apr 12, 2023
BUY
$28.88 - $31.49 $122,826 - $133,926
4,253 Added 50.47%
12,679 $391,000
Q4 2022

Jan 26, 2023
BUY
$27.04 - $31.56 $227,839 - $265,924
8,426 New
8,426 $0

Others Institutions Holding SPTL

# of Institutions
460
Shares Held
358M
Call Options Held
264K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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