Sandy Spring Bank’s Global X FinTech ETF FINX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.22K	Buy	81 +1	+1%	+$31	﹤0.01%	1035
2024 Q4	$2.5K	Hold	80	–	–	﹤0.01%	1042
2024 Q3	$2.25K	Hold	80	–	–	﹤0.01%	1027
2024 Q2	$2.01K	Hold	80	–	–	﹤0.01%	1096
2024 Q1	$2.23K	Hold	80	–	–	﹤0.01%	1043
2023 Q4	$2.04K	Hold	80	–	–	﹤0.01%	1018
2023 Q3	$1.61K	Hold	80	–	–	﹤0.01%	1051
2023 Q2	$1.76K	Hold	80	–	–	﹤0.01%	1078
2023 Q1	$1.66K	Hold	80	–	–	﹤0.01%	1040
2022 Q4	$1.53K	Hold	80	–	–	﹤0.01%	1041
2022 Q3	$2K	Hold	80	–	–	﹤0.01%	1032
2022 Q2	$2K	Buy	+80	New	+$2.05K	﹤0.01%	1047

Other funds holding FINX

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

BSCCG

Blue Sky Capital Consultants Group Poway, California $210M AUM 28.65% 1-Year Est. Return

GKWIM

Gerber Kawasaki Wealth & Investment Management Santa Monica, California $3.14B AUM 22.62% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Sandy Spring Bank increased its Global X FinTech ETF (FINX) stake by 1.3% in Q1 2025, buying an estimated $31 and bringing the position to 81 shares worth $2.22K. The position accounts for ﹤0.01% of the portfolio, ranked #1035.

Sandy Spring Bank first reported a position in FINX in Q2 2022 and has held it in 12 quarters since. The position peaked at $2.5K in Q4 2024. 98 funds tracked by Wall St. Rank hold FINX as of Q1 2025.

Sandy Spring Bank held 81 shares of Global X FinTech ETF worth $2.22K as of Q1 2025.
Sandy Spring Bank bought 1 Global X FinTech ETF share in Q1 2025, an estimated $31.
Global X FinTech ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1035 holding.
Sandy Spring Bank first reported a position in Global X FinTech ETF in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's Global X FinTech ETF position peaked at $2.5K in Q4 2024.
98 funds tracked by Wall St. Rank held Global X FinTech ETF as of Q1 2025.

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