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Sandy Spring Bank’s Harbor Commodity All-Weather Strategy ETF HGER Stock Holding History

Sandy Spring Bank’s Portfolio HGER Stock Details HGER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$71.5K Buy
2,975
+250
+9% +$5.82K ﹤0.01% 515
2024
Q4 		$60.3K Sell
2,725
-400
-13% -$9.04K ﹤0.01% 543
2024
Q3 		$70.6K Hold
3,125
– – ﹤0.01% 524
2024
Q2 		$70.3K Hold
3,125
– – ﹤0.01% 523
2024
Q1 		$69.2K Hold
3,125
– – ﹤0.01% 520
2023
Q4 		$65.4K Buy
3,125
+1,275
+69% +$28.6K ﹤0.01% 509
2023
Q3 		$42.5K Buy
1,850
+450
+32% +$10.2K ﹤0.01% 572
2023
Q2 		$29.8K Buy
+1,400
New +$30.3K ﹤0.01% 641

Other funds holding HGER

3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
GLA
Great Lakes Advisors Chicago, Illinois $12.1B AUM 29.3% 1-Year Est. Return
HAS
Horizon Advisory Services West Henrietta, New York $195M AUM 14.6% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

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

Sandy Spring Bank increased its Harbor Commodity All-Weather Strategy ETF (HGER) stake by 9.2% in Q1 2025, buying an estimated $5.82K and bringing the position to 2,975 shares worth $71.5K. The position accounts for ﹤0.01% of the portfolio, ranked #515.

Sandy Spring Bank first reported a position in HGER in Q2 2023 and has held it in 8 quarters since. 79 funds tracked by Wall St. Rank hold HGER as of Q1 2025.

  • Sandy Spring Bank held 2,975 shares of Harbor Commodity All-Weather Strategy ETF worth $71.5K as of Q1 2025.
  • Sandy Spring Bank bought 250 Harbor Commodity All-Weather Strategy ETF shares in Q1 2025, an estimated $5.82K.
  • Harbor Commodity All-Weather Strategy ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #515 holding.
  • Sandy Spring Bank first reported a position in Harbor Commodity All-Weather Strategy ETF in Q2 2023 and has held it in 8 quarters since.
  • 79 funds tracked by Wall St. Rank held Harbor Commodity All-Weather Strategy ETF as of Q1 2025.

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