Baltimore Washington Financial Advisors, Inc. Spdr Portfolio S&P 1500 Compos Transaction History
Baltimore Washington Financial Advisors, Inc.
- $1.8 Billion
- Q3 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 575,754 shares of SPTM stock, worth $42.2 Million. This represents 2.24% of its overall portfolio holdings.
Number of Shares
575,754
Previous 548,938
4.89%
Holding current value
$42.2 Million
Previous $36.4 Million
10.75%
% of portfolio
2.24%
Previous 2.17%
Shares
9 transactions
Others Institutions Holding SPTM
# of Institutions
630Shares Held
85MCall Options Held
949KPut Options Held
700-
Lpl Financial LLC Fort Mill, SC8.72MShares$638 Million0.28% of portfolio
-
Huntington National Bank Columbus, OH3.51MShares$257 Million1.82% of portfolio
-
Cwm, LLC3.4MShares$249 Million1.02% of portfolio
-
Private Advisor Group, LLC2.95MShares$216 Million1.32% of portfolio
-
Envestnet Asset Management Inc2.67MShares$196 Million0.06% of portfolio