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 $41.3 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
617,506
Previous 575,754
7.25%
Holding current value
$41.3 Million
Previous $40.3 Million
9.35%
% of portfolio
2.39%
Previous 2.24%
Shares
10 transactions
Others Institutions Holding SPTM
# of Institutions
680Shares Held
91.6MCall Options Held
9KPut Options Held
0-
Lpl Financial LLC Fort Mill, SC8.4MShares$562 Million0.25% of portfolio
-
Huntington National Bank Columbus, OH3.47MShares$232 Million1.8% of portfolio
-
Cwm, LLC3.36MShares$225 Million1.0% of portfolio
-
Private Advisor Group, LLC3.03MShares$203 Million1.24% of portfolio
-
Envestnet Asset Management Inc2.66MShares$178 Million0.06% of portfolio