SPDR SER TR

Ticker: EFIV CUSIP: 78468R531 Class: S&P 500 ESG ETF

Baltimore-Washington Financial Advisors, Inc.'s Holding History (CIK: 0001555486)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 394,279 Value ($000) $26,082 Avg Close — Range —
Q3 2025
Shares 389,065 Value ($000) $24,741 Avg Close — Range —
Q2 2025
Shares 379,823 Value ($000) $22,239 Avg Close — Range —
Q1 2025
Shares 378,593 Value ($000) $20,255 Avg Close — Range —
Q4 2024
Shares 380,305 Value ($000) $21,480 Avg Close — Range —
Q3 2024
Shares 380,133 Value ($000) $21,196 Avg Close — Range —
Q2 2024
Shares 380,256 Value ($000) $20,192 Avg Close — Range —
Q1 2024
Shares 373,844 Value ($000) $18,931 Avg Close — Range —
Q4 2023
Shares 367,336 Value ($000) $16,971 Avg Close — Range —
Q3 2023
Shares 351,685 Value ($000) $14,592 Avg Close — Range —
Q2 2023
Shares 340,159 Value ($000) $14,644 Avg Close — Range —
Q1 2023
Shares 179,098 Value ($000) $7,062 Avg Close — Range —
Q4 2022
Shares 158,938 Value ($000) $5,846 Avg Close — Range —
Q3 2022
Shares 124,740 Value ($000) $4,949 Avg Close — Range —
Q2 2022
Shares 107,951 Value ($000) $3,911 Avg Close — Range —
Q1 2022
Shares 21,380 Value ($000) $1,513 Avg Close — Range —
Q4 2021
Shares 74,612 Value ($000) $3,379 Avg Close — Range —
Q3 2021
Shares 59,934 Value ($000) $2,417 Avg Close — Range —
Q2 2021
Shares 49,250 Value ($000) $1,977 Avg Close — Range —
Q1 2021
Shares 21,333 Value ($000) $788 Avg Close — Range —
Q4 2020
Shares 19,033 Value ($000) $663 Avg Close — Range —
Q3 2020
Shares 7,400 Value ($000) $233 Avg Close — Range —