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

Baltimore Washington Financial Advisors, Inc.

$2.18 Billion
Q3 2025

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 716,628 shares of SPTM stock, worth $58.2 Million. This represents 2.65% of its overall portfolio holdings.

Number of Shares

716,628

Previous 671,034 6.79%

Holding current value

$58.2 Million

Previous $50.3 Million 15.01%

% of portfolio

2.65%

Previous 2.47%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$74.93 - $80.73 $3.42 Million - $3.68 Million	45,594 Added 6.79%	716,628 $57.8 Million
Q2 2025 Aug 12, 2025	BUY	$60.34 - $74.89 $1.7 Million - $2.11 Million	28,171 Added 4.38%	671,034 $50.3 Million
Q1 2025 May 14, 2025	BUY	$67.03 - $74.61 $1.7 Million - $1.89 Million	25,357 Added 4.11%	642,863 $43.7 Million
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

758

Shares Held

98.2M

Call Options Held

46.9K

Put Options Held

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

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