Baltimore-Washington Financial Advisors, Inc.

Position in LGLV — State Street(R) SPDR(R) US Large Cap Low Volatility Index ETF

CIK 1555486 Columbia, MD

All Filings in LGLV

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31 LGLV	$53,944,887	302,891	+2.5%	Shares	Sole	2026-05-15
2025-12-31 LGLV	$51,867,767	295,425	+2.4%	Shares	Sole	2026-02-13
2025-09-30 LGLV	$51,396,131	288,483	+3.2%	Shares	Sole	2025-11-12
2025-06-30 LGLV	$48,825,670	279,627	+1.5%	Shares	Sole	2025-08-13
2025-03-31 LGLV	$47,967,338	275,611	-0.0%	Shares	Sole	2025-05-14
2024-12-31 LGLV	$45,548,231	275,699	+0.5%	Shares	Sole	2025-01-24
2024-09-30 LGLV	$46,417,250	274,285	+0.4%	Shares	Sole	2024-11-12
2024-06-30 LGLV	$41,697,991	273,304	+4.0%	Shares	Sole	2024-07-30
2024-03-31 LGLV	$40,937,972	262,861	+4.8%	Shares	Sole	2024-05-08
2023-12-31 LGLV	$36,370,683	250,815	+3.7%	Shares	Sole	2024-02-12
2023-09-30 LGLV	$32,300,372	241,896	+4.5%	Shares	Sole	2023-11-08
2023-06-30 LGLV	$32,550,090	231,492	+62.5%	Shares	Sole	2023-08-09
2023-03-31 LGLV	$19,490,990	142,478	+10.4%	Shares	Sole	2023-05-10
2022-12-31 LGLV	$17,499,118	129,021	+23.6%	Shares	Sole	2023-02-09
2022-09-30 LGLV	$12,884,260	104,419	+11.8%	Shares	Sole	2022-10-31
2022-06-30 LGLV	$12,235,051	93,433	+46.3%	Shares	Sole	2022-08-05
2022-03-31 LGLV	$9,176,266	63,866	-21.2%	Shares	Sole	2022-05-13
2021-12-31 LGLV	$12,207,075	81,024	+8.4%	Shares	Sole	2022-04-08
2021-09-30 LGLV	$9,974,051	74,768	+8.8%	Shares	Sole	2021-10-20
2021-06-30 LGLV	$9,146,099	68,716	+7.7%	Shares	Sole	2021-08-12
2021-03-31 LGLV	$7,995,302	63,794	+9.5%	Shares	Sole	2021-05-06
2020-12-31 LGLV	$6,989,726	58,272	+11.8%	Shares	Sole	2021-02-01
2020-09-30 LGLV	$5,649,978	52,136	+13.6%	Shares	Sole	2020-11-03
2020-06-30 LGLV	$4,682,308	45,878	+5.4%	Shares	Sole	2020-08-10
2020-03-31 LGLV	$3,943,546	43,527	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.