Baltimore-Washington Financial Advisors, Inc. quarter change: USA ETF, Unchanged
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Baltimore-Washington Financial Advisors, Inc. opened 32 positions, added to 35, reduced 15, sold out of 22 and left 8 unchanged. The largest increase in value was SPTM (+$69,572,982); the largest decrease was SPTM (-$59,368,856).
- PSCT: Country of operation —; Class S&P SMLCP INFO; Shares 2026-03-31 20,569; Shares 2026-06-30 20,569.
- QTEC: Country of operation —; Class SHS; Shares 2026-03-31 1,419; Shares 2026-06-30 1,419.
- EMF: Country of operation —; Class COM; Shares 2026-03-31 19,081; Shares 2026-06-30 19,081.
- ESML: Country of operation —; Class ESG AWARE MSCI; Shares 2026-03-31 5,242; Shares 2026-06-30 5,242.
Two Form 13F-HR filings compared (SEC CIK 1555486): 2026-03-31 (filed 2026-05-15) and 2026-06-30 (filed 2026-08-13). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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