Number of Shares
275,611.00
Current Holdings Value*
$47.97 Mil
% of Portfolio
2.54%
Total Estimate Gain
$12.22 Mil
% of Total Estimate Gain
32.28%

Baltimore-Washington Financial Advisors, Inc.'s SPDR SSGA US Large Cap Low Volatility Index ETF Holding Summary

As of 2025-03-31, Baltimore-Washington Financial Advisors, Inc. held 275,611.00 shares of SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV), totaling $47.97 Mil. This investment constitutes 2.54% of their stock portfolio, and Baltimore-Washington Financial Advisors, Inc. now holds 4.51% of the outstanding SPDR SSGA US Large Cap Low Volatility Index ETF(LGLV) stock.

The initial trade took place in 2019Q3. And since then Baltimore-Washington Financial Advisors, Inc. has made 20 purchases of LGLV, at an average price of $132.04, for a total of 286,601.00 shares. In addition, there have been 2 sales at an average price of $139.96 for 10,990.00 shares. Based on historical transaction data and LGLV's current price of $176.05, Baltimore-Washington Financial Advisors, Inc.'s estimated gain on his LGLV holdings is $12.22 Mil, reflecting a 32.28% gain to date.

Baltimore-Washington Financial Advisors, Inc. LGLV ($176.05) Holding Chart

Baltimore-Washington Financial Advisors, Inc. LGLV ($176.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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