Sandy Spring Bank’s ARK Next Generation Technology 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 $1.89T AUM 35.08% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $9.72B AUM 29.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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 $18.4B AUM 23.98% 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 Next Generation Technology 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. 203 funds tracked by Wall St. Rank hold ARKW as of Q1 2025.

Sandy Spring Bank held 95 shares of ARK Next Generation Technology ETF worth $8.99K as of Q1 2025.
Sandy Spring Bank sold 395 ARK Next Generation Technology ETF shares in Q1 2025, an estimated $43.6K.
ARK Next Generation Technology 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 Next Generation Technology ETF in Q1 2021 and has held it in 14 quarters since.
Sandy Spring Bank's ARK Next Generation Technology ETF position peaked at $61.2K in Q1 2024.
203 funds tracked by Wall St. Rank held ARK Next Generation Technology ETF as of Q1 2025.

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