Baltimore-Washington Financial Advisors’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio SPMD Stock Details SPMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$356K	Sell	6,012 -1,310	-18%	-$79.7K	0.02%	141
2025 Q4	$424K	Sell	7,322 -1,015	-12%	-$58.3K	0.02%	129
2025 Q3	$477K	Sell	8,337 -58	-0.7%	-$3.27K	0.02%	117
2025 Q2	$457K	Sell	8,395 -136	-2%	-$7K	0.02%	116
2025 Q1	$437K	Sell	8,531 -47	-0.5%	-$2.56K	0.02%	106
2024 Q4	$469K	Sell	8,578 -93	-1%	-$5.23K	0.02%	106
2024 Q3	$474K	Sell	8,671 -1,110	-11%	-$58.7K	0.03%	107
2024 Q2	$502K	Sell	9,781 -141	-1%	-$7.28K	0.03%	103
2024 Q1	$529K	Sell	9,922 -250	-2%	-$12.4K	0.03%	101
2023 Q4	$496K	Sell	10,172 -68	-0.7%	-$3.03K	0.03%	107
2023 Q3	$448K	Sell	10,240 -153	-1%	-$7.03K	0.04%	112
2023 Q2	$477K	Sell	10,393 -11,842	-53%	-$517K	0.04%	107
2023 Q1	$977K	Sell	22,235 -831	-4%	-$37.2K	0.09%	102
2022 Q4	$980K	Sell	23,066 -6,567	-22%	-$279K	0.1%	95
2022 Q3	$1.17M	Sell	29,633 -546	-2%	-$23.2K	0.1%	91
2022 Q2	$1.2M	Sell	30,179 -1,820	-6%	-$78.9K	0.13%	83
2022 Q1	$1.5M	Buy	31,999 +728	+2%	+$34K	0.15%	92
2021 Q4	$1.55M	Sell	31,271 -812	-3%	-$39.7K	0.13%	86
2021 Q3	$1.48M	Sell	32,083 -10	-0%	-$472	0.13%	87
2021 Q2	$1.51M	Buy	32,093 +90	+0.3%	+$4.27K	0.14%	85
2021 Q1	$1.46M	Buy	32,003 +188	+0.6%	+$8.25K	0.15%	83
2020 Q4	$1.28M	Sell	31,815 -329	-1%	-$12.2K	0.14%	83
2020 Q3	$1.05M	Sell	32,144 -304	-0.9%	-$9.99K	0.14%	82
2020 Q2	$1.01M	Buy	32,448 +1,416	+5%	+$41.4K	0.14%	85
2020 Q1	$786K	Buy	31,032 +112	+0.4%	+$3.66K	0.14%	87
2019 Q4	$1.12M	Buy	30,920 +1,354	+5%	+$47.2K	0.16%	82
2019 Q3	$1M	Buy	29,566 +3,161	+12%	+$107K	0.16%	82
2019 Q2	$900K	Buy	26,405 +821	+3%	+$27.6K	0.15%	79
2019 Q1	$852K	Buy	25,584 +4,634	+22%	+$151K	0.15%	79
2018 Q4	$616K	Buy	20,950 +5,535	+36%	+$180K	0.13%	77
2018 Q3	$557K	Buy	+15,415	New	+$558K	0.1%	74