Baltimore Washington Financial Advisors, Inc. Spdr Ser Tr Spdr S&P 500 Esg E Transaction History

Baltimore Washington Financial Advisors, Inc.

  • $1.85 Billion
  • Q4 2024

A detailed history of Baltimore Washington Financial Advisors, Inc. transactions in Spdr Ser Tr Spdr S&P 500 Esg E stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 380,305 shares of EFIV stock, worth $21.7 Million. This represents 1.16% of its overall portfolio holdings.

Number of Shares
380,305
Previous 380,133 0.05%
Holding current value
$21.7 Million
Previous $21.2 Million 1.34%
% of portfolio
1.16%
Previous 1.18%

Shares

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

Jan 24, 2025
BUY
$55.05 - $58.86 $9,468 - $10,123
172 Added 0.05%
380,305 $21.5 Million
Q3 2024

Nov 12, 2024
SELL
$50.43 - $55.76 $6,202 - $6,858
-123 Reduced 0.03%
380,133 $21.2 Million
Q2 2024

Jul 30, 2024
BUY
$47.87 - $53.62 $306,942 - $343,811
6,412 Added 1.72%
380,256 $20.2 Million
Q1 2024

May 08, 2024
BUY
$45.34 - $50.65 $295,072 - $329,630
6,508 Added 1.77%
373,844 $18.9 Million
Q4 2023

Feb 12, 2024
BUY
$40.0 - $46.3 $626,040 - $724,641
15,651 Added 4.45%
367,336 $17 Million
Q3 2023

Nov 08, 2023
BUY
$41.29 - $44.55 $475,908 - $513,483
11,526 Added 3.39%
351,685 $14.6 Million
Q2 2023

Aug 09, 2023
BUY
$39.12 - $43.05 $6.3 Million - $6.93 Million
161,061 Added 89.93%
340,159 $14.6 Million
Q1 2023

May 10, 2023
BUY
$36.26 - $39.92 $731,001 - $804,787
20,160 Added 12.68%
179,098 $7.06 Million
Q4 2022

Feb 09, 2023
BUY
$34.22 - $39.09 $1.17 Million - $1.34 Million
34,198 Added 27.42%
158,938 $5.83 Million
Q3 2022

Oct 31, 2022
BUY
$34.04 - $41.19 $571,497 - $691,538
16,789 Added 15.55%
124,740 $4.95 Million
Q2 2022

Aug 05, 2022
BUY
$35.19 - $43.89 $3.05 Million - $3.8 Million
86,571 Added 404.92%
107,951 $3.91 Million
Q1 2022

May 13, 2022
SELL
$39.96 - $45.62 $2.13 Million - $2.43 Million
-53,232 Reduced 71.35%
21,380 $1.51 Million
Q4 2021

Apr 08, 2022
BUY
$40.27 - $45.59 $2.54 Million - $2.88 Million
63,068 Added 546.33%
74,612 $3.38 Million
Q4 2021

Feb 14, 2022
SELL
$40.27 - $45.59 $1.95 Million - $2.21 Million
-48,390 Reduced 80.74%
11,544 $3.38 Million
Q3 2021

Oct 20, 2021
BUY
$39.85 - $42.51 $425,757 - $454,176
10,684 Added 21.69%
59,934 $2.42 Million
Q2 2021

Aug 12, 2021
BUY
$37.32 - $40.14 $1.04 Million - $1.12 Million
27,917 Added 130.86%
49,250 $1.98 Million
Q1 2021

May 06, 2021
BUY
$34.36 - $36.95 $79,028 - $84,985
2,300 Added 12.08%
21,333 $788,000
Q4 2020

Feb 01, 2021
BUY
$30.57 - $34.85 $355,620 - $405,410
11,633 Added 157.2%
19,033 $663,000
Q3 2020

Nov 03, 2020
BUY
$30.07 - $33.78 $222,518 - $249,972
7,400 New
7,400 $233,000

Others Institutions Holding EFIV

# of Institutions
119
Shares Held
4.75M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR SPDR S&P 500 ESG E

EFIV Quotes by TradingView
  • Ticker EFIV
  • Sector Technology
More about EFIV
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