Baker Tilly Wealth Management, LLC Spdr Portfolio S&P 500 Value E 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 500 Value E stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 17,980 shares of SPYV stock, worth $945,028. This represents 0.37% of its overall portfolio holdings.

Number of Shares
17,980
Previous 21,580 16.68%
Holding current value
$945,028
Previous $1.14 Million 19.39%
% of portfolio
0.37%
Previous 0.52%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,013
Shares Held
409M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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