Sandy Spring Bank’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$24.7K	Sell	868 -5	-0.6%	-$161	﹤0.01%	697
2024 Q4	$27.9K	Hold	873	–	–	﹤0.01%	690
2024 Q3	$28.1K	Sell	873 -1,103	-56%	-$33.8K	﹤0.01%	703
2024 Q2	$61K	Hold	1,976	–	–	﹤0.01%	543
2024 Q1	$62.9K	Buy	1,976 +72	+4%	+$2.17K	﹤0.01%	534
2023 Q4	$54.3K	Buy	1,904 +31	+2%	+$791	﹤0.01%	547
2023 Q3	$46.3K	Hold	1,873	–	–	﹤0.01%	555
2023 Q2	$53.8K	Hold	1,873	–	–	﹤0.01%	534
2023 Q1	$47.8K	Hold	1,873	–	–	﹤0.01%	539
2022 Q4	$38.5K	Buy	1,873 +1,635	+687%	+$32.9K	﹤0.01%	575
2022 Q3	$4K	Hold	238	–	–	﹤0.01%	944
2022 Q2	$5K	Hold	238	–	–	﹤0.01%	935
2022 Q1	$7K	Buy	238 +20	+9%	+$596	﹤0.01%	911
2021 Q4	$8K	Hold	218	–	–	﹤0.01%	942
2021 Q3	$8K	Hold	218	–	–	﹤0.01%	906
2021 Q2	$8K	Hold	218	–	–	﹤0.01%	921
2021 Q1	$7K	Hold	218	–	–	﹤0.01%	837
2020 Q4	$7K	Buy	+218	New	+$6.67K	﹤0.01%	792

Other funds holding BOTZ

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Sandy Spring Bank reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 0.57% in Q1 2025, selling an estimated $161 and leaving 868 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Sandy Spring Bank first reported a position in BOTZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $62.9K in Q1 2024. 373 funds tracked by Wall St. Rank hold BOTZ as of Q1 2025.

Sandy Spring Bank held 868 shares of Global X Robotics & Artificial Intelligence ETF worth $24.7K as of Q1 2025.
Sandy Spring Bank sold 5 Global X Robotics & Artificial Intelligence ETF shares in Q1 2025, an estimated $161.
Global X Robotics & Artificial Intelligence ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #697 holding.
Sandy Spring Bank first reported a position in Global X Robotics & Artificial Intelligence ETF in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's Global X Robotics & Artificial Intelligence ETF position peaked at $62.9K in Q1 2024.
373 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q1 2025.

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