Baltimore Washington Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History

Baltimore Washington Financial Advisors, Inc.

$1.85 Billion
Q4 2024

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Spdr Portfolio S&P 1500 Compos stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 617,506 shares of SPTM stock, worth $41.7 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares

617,506

Previous 575,754 7.25%

Holding current value

$41.7 Million

Previous $40.3 Million 9.35%

% of portfolio

2.39%

Previous 2.24%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$69.3 - $74.3 $2.89 Million - $3.1 Million	41,752 Added 7.25%	617,506 $44.1 Million
Q3 2024 Nov 12, 2024	BUY	$63.28 - $70.06 $1.7 Million - $1.88 Million	26,816 Added 4.89%	575,754 $40.3 Million
Q2 2024 Jul 30, 2024	BUY	$60.69 - $66.83 $2.58 Million - $2.84 Million	42,503 Added 8.39%	548,938 $36.4 Million
Q1 2024 May 08, 2024	BUY	$57.38 - $64.15 $6.95 Million - $7.76 Million	121,042 Added 31.41%	506,435 $32.5 Million
Q4 2023 Feb 12, 2024	BUY	$50.31 - $58.65 $2.04 Million - $2.38 Million	40,627 Added 11.78%	385,393 $22.5 Million
Q3 2023 Nov 08, 2023	BUY	$52.22 - $56.31 $1.39 Million - $1.5 Million	26,654 Added 8.38%	344,766 $18.1 Million
Q2 2023 Aug 09, 2023	BUY	$49.75 - $54.44 $10.2 Million - $11.1 Million	204,616 Added 180.28%	318,112 $17.3 Million
Q1 2023 May 10, 2023	BUY	$46.97 - $51.65 $1.5 Million - $1.65 Million	31,866 Added 39.04%	113,496 $5.72 Million
Q4 2022 Feb 09, 2023	BUY	$44.09 - $50.41 $2.35 Million - $2.68 Million	53,232 Added 187.45%	81,630 $3.86 Million
Q3 2022 Oct 31, 2022	BUY	$44.11 - $53.04 $1.25 Million - $1.51 Million	28,398 New	28,398 $1.46 Million

Others Institutions Holding SPTM

# of Institutions

681

Shares Held

93.9M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
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Baltimore Washington Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History