Baltimore Washington Financial Advisors, Inc. Spdr Ser Tr S&P 1500 Momentum 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 S&P 1500 Momentum stock. As of the latest transaction made, Baltimore Washington Financial Advisors, Inc. holds 59,251 shares of MMTM stock, worth $15.1 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
59,251
Previous 47,567 24.56%
Holding current value
$15.1 Million
Previous $12 Million 28.77%
% of portfolio
0.83%
Previous 0.67%

Shares

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

Jan 24, 2025
BUY
$249.14 - $273.15 $2.91 Million - $3.19 Million
11,684 Added 24.56%
59,251 $15.4 Million
Q3 2024

Nov 12, 2024
BUY
$223.74 - $251.93 $636,764 - $716,992
2,846 Added 6.36%
47,567 $12 Million
Q2 2024

Jul 30, 2024
BUY
$215.16 - $245.69 $889,041 - $1.02 Million
4,132 Added 10.18%
44,721 $10.9 Million
Q1 2024

May 08, 2024
BUY
$197.12 - $230.64 $493,194 - $577,061
2,502 Added 6.57%
40,589 $9.33 Million
Q4 2023

Feb 12, 2024
BUY
$172.61 - $202.76 $315,876 - $371,050
1,830 Added 5.05%
38,087 $7.7 Million
Q3 2023

Nov 08, 2023
BUY
$178.31 - $191.11 $255,696 - $274,051
1,434 Added 4.12%
36,257 $6.5 Million
Q2 2023

Aug 09, 2023
BUY
$168.6 - $185.52 $2.6 Million - $2.86 Million
15,401 Added 79.3%
34,823 $6.46 Million
Q1 2023

May 10, 2023
BUY
$161.84 - $173.62 $251,661 - $269,979
1,555 Added 8.7%
19,422 $3.28 Million
Q4 2022

Feb 09, 2023
BUY
$155.0 - $176.28 $334,645 - $380,588
2,159 Added 13.74%
17,867 $2.99 Million
Q3 2022

Oct 31, 2022
BUY
$154.35 - $179.8 $82,268 - $95,833
533 Added 3.51%
15,708 $2.47 Million
Q2 2022

Aug 05, 2022
BUY
$155.84 - $194.88 $1.46 Million - $1.83 Million
9,392 Added 162.41%
15,175 $2.43 Million
Q1 2022

May 13, 2022
SELL
$178.34 - $204.72 $1.26 Million - $1.44 Million
-7,056 Reduced 54.96%
5,783 $964,000
Q4 2021

Apr 08, 2022
BUY
$183.29 - $203.85 $2.34 Million - $2.6 Million
12,756 Added 15368.67%
12,839 $2.6 Million
Q4 2021

Feb 14, 2022
SELL
$183.29 - $203.85 $1.74 Million - $1.93 Million
-9,482 Reduced 99.13%
83 $2.6 Million
Q3 2021

Oct 20, 2021
BUY
$177.11 - $192.05 $195,529 - $212,023
1,104 Added 13.05%
9,565 $1.75 Million
Q2 2021

Aug 12, 2021
BUY
$168.26 - $181.61 $450,600 - $486,351
2,678 Added 46.31%
8,461 $1.54 Million
Q1 2021

May 06, 2021
BUY
$157.42 - $169.83 $369,307 - $398,421
2,346 Added 68.26%
5,783 $961,000
Q4 2020

Feb 01, 2021
BUY
$143.17 - $162.31 $165,361 - $187,468
1,155 Added 50.61%
3,437 $557,000
Q3 2020

Nov 03, 2020
BUY
$135.29 - $159.29 $308,731 - $363,499
2,282 New
2,282 $338,000

Others Institutions Holding MMTM

# of Institutions
38
Shares Held
327K
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR S&P 1500 MOMENTUM

MMTM Quotes by TradingView
  • Ticker MMTM
  • Sector ETFs
  • Industry ETFs
More about MMTM
Track This Portfolio

Track Baltimore Washington Financial Advisors, Inc. Portfolio

Follow Baltimore Washington Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baltimore Washington Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Baltimore Washington Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email