Sandy Spring Bank’s ARK Web x.0 ETF ARKW Stock Holding History

Sandy Spring Bank’s Portfolio ARKW Stock Details ARKW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$8.99K	Sell	95 -395	-81%	-$43.6K	﹤0.01%	858
2024 Q4	$52.9K	Hold	490	–	–	﹤0.01%	567
2024 Q3	$41.7K	Hold	490	–	–	﹤0.01%	624
2024 Q2	$38.2K	Sell	490 -245	-33%	-$18.9K	﹤0.01%	641
2024 Q1	$61.2K	Hold	735	–	–	﹤0.01%	539
2023 Q4	$55.8K	Hold	735	–	–	﹤0.01%	543
2023 Q3	$39.8K	Sell	735 -6	-0.8%	-$356	﹤0.01%	583
2023 Q2	$43.4K	Hold	741	–	–	﹤0.01%	570
2023 Q1	$39.7K	Hold	741	–	–	﹤0.01%	575
2022 Q4	$28.6K	Buy	+741	New	+$32.4K	﹤0.01%	630
2022 Q1	–	Sell	-63	Closed	-$7K	–	1124
2021 Q4	$7K	Hold	63	–	–	﹤0.01%	960
2021 Q3	$9K	Hold	63	–	–	﹤0.01%	887
2021 Q2	$10K	Hold	63	–	–	﹤0.01%	888
2021 Q1	$9K	Buy	+63	New	+$10.2K	﹤0.01%	802

Other funds holding ARKW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

PWH

Priebe Wealth Holdings Maple Grove, Minnesota $115M AUM 16.56% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Sandy Spring Bank's ARKW Position: Q1 2025 in Review

Sandy Spring Bank reduced its ARK Web x.0 ETF (ARKW) stake by 81% in Q1 2025, selling an estimated $43.6K and leaving 95 shares worth $8.99K. The position accounts for ﹤0.01% of the portfolio, ranked #858.

Sandy Spring Bank first reported a position in ARKW in Q1 2021 and has held it in 14 quarters since. The position peaked at $61.2K in Q1 2024. 202 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

Sandy Spring Bank held 95 shares of ARK Web x.0 ETF worth $8.99K as of Q1 2025.
Sandy Spring Bank sold 395 ARK Web x.0 ETF shares in Q1 2025, an estimated $43.6K.
ARK Web x.0 ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #858 holding.
Sandy Spring Bank first reported a position in ARK Web x.0 ETF in Q1 2021 and has held it in 14 quarters since.
Sandy Spring Bank's ARK Web x.0 ETF position peaked at $61.2K in Q1 2024.
202 funds tracked by Wall St. Rank held ARK Web x.0 ETF as of Q1 2025.

Based on Sandy Spring Bank's 13F filing for Q1 2025, filed 12 May 2025.