Sandy Spring Bank’s Fidelity MSCI Real Estate Index ETF FREL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$27.5K	Hold	1,000	–	–	﹤0.01%	682
2024 Q4	$27K	Hold	1,000	–	–	﹤0.01%	699
2024 Q3	$29.5K	Hold	1,000	–	–	﹤0.01%	689
2024 Q2	$25.3K	Hold	1,000	–	–	﹤0.01%	709
2024 Q1	$26.1K	Hold	1,000	–	–	﹤0.01%	704
2023 Q4	$26.6K	Hold	1,000	–	–	﹤0.01%	668
2023 Q3	$22.8K	Hold	1,000	–	–	﹤0.01%	688
2023 Q2	$25.1K	Hold	1,000	–	–	﹤0.01%	677
2023 Q1	$24.9K	Hold	1,000	–	–	﹤0.01%	662
2022 Q4	$24.8K	Hold	1,000	–	–	﹤0.01%	654
2022 Q3	$24K	Hold	1,000	–	–	﹤0.01%	638
2022 Q2	$27K	Hold	1,000	–	–	﹤0.01%	638
2022 Q1	$32K	Hold	1,000	–	–	﹤0.01%	628
2021 Q4	$35K	Hold	1,000	–	–	﹤0.01%	648
2021 Q3	$30K	Hold	1,000	–	–	﹤0.01%	673
2021 Q2	$30K	Hold	1,000	–	–	﹤0.01%	687
2021 Q1	$27K	Hold	1,000	–	–	﹤0.01%	621
2020 Q4	$25K	Hold	1,000	–	–	﹤0.01%	603
2020 Q3	$24K	Hold	1,000	–	–	﹤0.01%	571
2020 Q2	$23K	Hold	1,000	–	–	﹤0.01%	583
2020 Q1	$21K	Buy	+1,000	New	+$26.4K	﹤0.01%	568
2017 Q3	–	Sell	-617	Closed	-$15K	–	823
2017 Q2	$15K	Buy	+617	New	+$14.9K	﹤0.01%	620

Other funds holding FREL

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CNC

Citizens & Northern Corp Wellsboro, Pennsylvania $438M AUM 26.63% 1-Year Est. Return

TrueFG Cedar Park, Texas $428M AUM 21.6% 1-Year Est. Return

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

BDF

Black Diamond Financial Towson, Maryland $916M AUM 15.95% 1-Year Est. Return

RWMH

Riverpoint Wealth Management Holdings Chicago, Illinois $544M AUM 20.39% 1-Year Est. Return

DFG

Demars Financial Group Spokane Valley, Washington $361M AUM 24.02% 1-Year Est. Return

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

Sandy Spring Bank held its Fidelity MSCI Real Estate Index ETF (FREL) position steady in Q1 2025 at 1,000 shares worth $27.5K. The position accounts for ﹤0.01% of the portfolio, ranked #682.

Sandy Spring Bank first reported a position in FREL in Q2 2017 and has held it in 22 quarters since. The position peaked at $35K in Q4 2021. 202 funds tracked by Wall St. Rank hold FREL as of Q1 2025.

Sandy Spring Bank held 1,000 shares of Fidelity MSCI Real Estate Index ETF worth $27.5K as of Q1 2025.
Sandy Spring Bank left its Fidelity MSCI Real Estate Index ETF share count unchanged in Q1 2025.
Fidelity MSCI Real Estate Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #682 holding.
Sandy Spring Bank first reported a position in Fidelity MSCI Real Estate Index ETF in Q2 2017 and has held it in 22 quarters since.
Sandy Spring Bank's Fidelity MSCI Real Estate Index ETF position peaked at $35K in Q4 2021.
202 funds tracked by Wall St. Rank held Fidelity MSCI Real Estate Index ETF as of Q1 2025.

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