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Sandy Spring Bank’s State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF EFAX Stock Holding History

Sandy Spring Bank’s Portfolio EFAX Stock Details EFAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-8
Closed -$313 – 1260
2023
Q4 		$313 Buy
+8
New +$291 ﹤0.01% 1128

Other funds holding EFAX

Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LSAG
Lake Street Advisors Group Portsmouth, New Hampshire $2.17B AUM 16.99% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
FLPIM
F.L. Putnam Investment Management Lynnfield, Massachusetts $6.71B AUM 23.99% 1-Year Est. Return
LWIC
Leith Wheeler Investment Counsel Vancouver, British Columbia, Canada $1.21B AUM 12.04% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
B
Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sandy Spring Bank's EFAX Position: Q1 2024 in Review

Sandy Spring Bank sold out of State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (EFAX) in Q1 2024, closing a stake of 8 shares — an estimated $313 sold.

Sandy Spring Bank first reported a position in EFAX in Q4 2023 and held it in 1 quarter. The position peaked at $313 in Q4 2023. 69 funds tracked by Wall St. Rank hold EFAX as of Q1 2024.

  • Sandy Spring Bank reported no remaining State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position as of Q1 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 8 State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF shares in Q1 2024, an estimated $313.
  • Sandy Spring Bank first reported a position in State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF in Q4 2023 and held it in 1 quarter.
  • Sandy Spring Bank's State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF position peaked at $313 in Q4 2023.
  • 69 funds tracked by Wall St. Rank held State Street SPDR MSCI EAFE Fossil Fuel Reserves Free ETF as of Q1 2024.

Based on Sandy Spring Bank's 13F filing for Q1 2024, filed 8 May 2024.