BWFA
Baltimore-Washington Financial Advisors’s SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Hold |
9,842
| – | – | 0.02% | 118 |
|
|
2025
Q1 | $387K | Sell |
9,842
-1,289
| -12% | -$50.7K | 0.02% | 111 |
|
|
2024
Q4 | $427K | Sell |
11,131
-227
| -2% | -$8.71K | 0.02% | 108 |
|
|
2024
Q3 | $469K | Sell |
11,358
-999
| -8% | -$41.2K | 0.03% | 108 |
|
|
2024
Q2 | $466K | Buy |
12,357
+15
| +0.1% | +$565 | 0.03% | 105 |
|
|
2024
Q1 | $447K | Buy |
12,342
+11
| +0.1% | +$398 | 0.03% | 103 |
|
|
2023
Q4 | $437K | Buy |
12,331
+1,006
| +9% | +$35.6K | 0.03% | 109 |
|
|
2023
Q3 | $380K | Sell |
11,325
-1,474
| -12% | -$49.5K | 0.03% | 114 |
|
|
2023
Q2 | $440K | Sell |
12,799
-34,780
| -73% | -$1.2M | 0.04% | 108 |
|
|
2023
Q1 | $1.62M | Sell |
47,579
-1,591
| -3% | -$54.3K | 0.14% | 89 |
|
|
2022
Q4 | $1.62M | Sell |
49,170
-6,067
| -11% | -$200K | 0.16% | 87 |
|
|
2022
Q3 | $1.71M | Sell |
55,237
-493
| -0.9% | -$15.3K | 0.14% | 85 |
|
|
2022
Q2 | $1.94M | Sell |
55,730
-4,159
| -7% | -$145K | 0.21% | 79 |
|
|
2022
Q1 | $2.62M | Buy |
59,889
+3,244
| +6% | +$142K | 0.26% | 84 |
|
|
2021
Q4 | $2.35M | Sell |
56,645
-2,277
| -4% | -$94.5K | 0.19% | 83 |
|
|
2021
Q3 | $2.51M | Sell |
58,922
-692
| -1% | -$29.4K | 0.22% | 81 |
|
|
2021
Q2 | $2.71M | Sell |
59,614
-275
| -0.5% | -$12.5K | 0.25% | 77 |
|
|
2021
Q1 | $2.62M | Sell |
59,889
-16
| -0% | -$700 | 0.27% | 79 |
|
|
2020
Q4 | $2.53M | Sell |
59,905
-16,951
| -22% | -$714K | 0.28% | 76 |
|
|
2020
Q3 | $2.81M | Sell |
76,856
-3,742
| -5% | -$137K | 0.36% | 75 |
|
|
2020
Q2 | $2.7M | Sell |
80,598
-1,125
| -1% | -$37.6K | 0.37% | 75 |
|
|
2020
Q1 | $2.33M | Buy |
81,723
+14,953
| +22% | +$425K | 0.42% | 70 |
|
|
2019
Q4 | $2.51M | Buy |
66,770
+6,570
| +11% | +$247K | 0.37% | 70 |
|
|
2019
Q3 | $2.06M | Buy |
60,200
+1,815
| +3% | +$62.2K | 0.34% | 70 |
|
|
2019
Q2 | $2.09M | Buy |
58,385
+6,359
| +12% | +$228K | 0.35% | 69 |
|
|
2019
Q1 | $1.86M | Buy |
52,026
+11,623
| +29% | +$416K | 0.33% | 71 |
|
|
2018
Q4 | $1.31M | Buy |
40,403
+4,824
| +14% | +$156K | 0.27% | 69 |
|
|
2018
Q3 | $1.24M | Buy |
35,579
+23,463
| +194% | +$817K | 0.22% | 71 |
|
|
2018
Q2 | $428K | Buy |
+12,116
| New | +$428K | 0.08% | 74 |
|