BWFA
Baltimore-Washington Financial Advisors’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $457K | Sell |
8,395
-136
| -2% | -$7.4K | 0.02% | 116 |
|
|
2025
Q1 | $437K | Sell |
8,531
-47
| -0.5% | -$2.41K | 0.02% | 106 |
|
|
2024
Q4 | $469K | Sell |
8,578
-93
| -1% | -$5.09K | 0.02% | 106 |
|
|
2024
Q3 | $474K | Sell |
8,671
-1,110
| -11% | -$60.7K | 0.03% | 107 |
|
|
2024
Q2 | $502K | Sell |
9,781
-141
| -1% | -$7.23K | 0.03% | 103 |
|
|
2024
Q1 | $529K | Sell |
9,922
-250
| -2% | -$13.3K | 0.03% | 101 |
|
|
2023
Q4 | $496K | Sell |
10,172
-68
| -0.7% | -$3.31K | 0.03% | 106 |
|
|
2023
Q3 | $448K | Sell |
10,240
-153
| -1% | -$6.7K | 0.04% | 110 |
|
|
2023
Q2 | $477K | Sell |
10,393
-11,842
| -53% | -$543K | 0.04% | 105 |
|
|
2023
Q1 | $977K | Sell |
22,235
-831
| -4% | -$36.5K | 0.09% | 100 |
|
|
2022
Q4 | $980K | Sell |
23,066
-6,567
| -22% | -$279K | 0.1% | 95 |
|
|
2022
Q3 | $1.17M | Sell |
29,633
-546
| -2% | -$21.5K | 0.1% | 91 |
|
|
2022
Q2 | $1.2M | Sell |
30,179
-1,820
| -6% | -$72.2K | 0.13% | 83 |
|
|
2022
Q1 | $1.5M | Buy |
31,999
+728
| +2% | +$34.1K | 0.15% | 92 |
|
|
2021
Q4 | $1.56M | Sell |
31,271
-812
| -3% | -$40.4K | 0.13% | 86 |
|
|
2021
Q3 | $1.48M | Sell |
32,083
-10
| -0% | -$461 | 0.13% | 87 |
|
|
2021
Q2 | $1.52M | Buy |
32,093
+90
| +0.3% | +$4.25K | 0.14% | 85 |
|
|
2021
Q1 | $1.46M | Buy |
32,003
+188
| +0.6% | +$8.6K | 0.15% | 83 |
|
|
2020
Q4 | $1.29M | Sell |
31,815
-329
| -1% | -$13.3K | 0.14% | 83 |
|
|
2020
Q3 | $1.05M | Sell |
32,144
-304
| -0.9% | -$9.91K | 0.14% | 82 |
|
|
2020
Q2 | $1.01M | Buy |
32,448
+1,416
| +5% | +$44.3K | 0.14% | 85 |
|
|
2020
Q1 | $786K | Buy |
31,032
+112
| +0.4% | +$2.84K | 0.14% | 87 |
|
|
2019
Q4 | $1.12M | Buy |
30,920
+1,354
| +5% | +$49K | 0.16% | 82 |
|
|
2019
Q3 | $1M | Buy |
29,566
+3,161
| +12% | +$107K | 0.16% | 82 |
|
|
2019
Q2 | $900K | Buy |
26,405
+821
| +3% | +$28K | 0.15% | 79 |
|
|
2019
Q1 | $852K | Buy |
25,584
+4,634
| +22% | +$154K | 0.15% | 79 |
|
|
2018
Q4 | $616K | Buy |
20,950
+5,535
| +36% | +$163K | 0.13% | 77 |
|
|
2018
Q3 | $557K | Buy |
+15,415
| New | +$557K | 0.1% | 74 |
|