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 575,754 shares of SPTM stock, worth $41.6 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
575,754
Previous 548,938 4.89%
Holding current value
$41.6 Million
Previous $36.4 Million 10.75%
% of portfolio
2.24%
Previous 2.17%

Shares

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

About SPDR PORTFOLIO S&P 1500 COMPOS


  • Ticker SPTM
  • Sector ETFs
  • Industry ETFs
More about SPTM
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