Sandy Spring Bank’s State Street SPDR S&P Bank ETF KBE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.58M	Sell	48,631 -326	-0.7%	-$18.3K	0.11%	156
2024 Q4	$2.72M	Sell	48,957 -1,990	-4%	-$114K	0.11%	151
2024 Q3	$2.69M	Sell	50,947 -1,176	-2%	-$60.2K	0.11%	149
2024 Q2	$2.42M	Sell	52,123 -1,425	-3%	-$64.9K	0.11%	154
2024 Q1	$2.52M	Sell	53,548 -1,385	-3%	-$62.1K	0.11%	147
2023 Q4	$2.53M	Sell	54,933 -2,788	-5%	-$110K	0.13%	142
2023 Q3	$2.13M	Sell	57,721 -1,126	-2%	-$43.9K	0.12%	147
2023 Q2	$2.12M	Sell	58,847 -4,926	-8%	-$176K	0.11%	152
2023 Q1	$2.36M	Sell	63,773 -3,541	-5%	-$159K	0.13%	145
2022 Q4	$3.04M	Sell	67,314 -1,189	-2%	-$55.8K	0.18%	124
2022 Q3	$3.03M	Sell	68,503 -761	-1%	-$36.2K	0.19%	120
2022 Q2	$3.04M	Sell	69,264 -2,378	-3%	-$113K	0.18%	120
2022 Q1	$3.75M	Sell	71,642 -1,267	-2%	-$70.7K	0.19%	116
2021 Q4	$3.98M	Sell	72,909 -957	-1%	-$53K	0.19%	114
2021 Q3	$3.91M	Sell	73,866 -3,922	-5%	-$199K	0.21%	110
2021 Q2	$3.99M	Sell	77,788 -2,383	-3%	-$127K	0.21%	111
2021 Q1	$4.16M	Sell	80,171 -1,968	-2%	-$95.9K	0.24%	102
2020 Q4	$3.44M	Sell	82,139 -3,497	-4%	-$130K	0.21%	115
2020 Q3	$2.52M	Sell	85,636 -7,563	-8%	-$235K	0.17%	126
2020 Q2	$2.94M	Sell	93,199 -2,680	-3%	-$80.9K	0.22%	108
2020 Q1	$2.58M	Sell	95,879 -9,185	-9%	-$368K	0.23%	105
2019 Q4	$4.97M	Sell	105,064 -1,820	-2%	-$82.5K	0.36%	69
2019 Q3	$4.61M	Sell	106,884 -2,000	-2%	-$85.2K	0.36%	72
2019 Q2	$4.72M	Sell	108,884 -1,612	-1%	-$70K	0.38%	72
2019 Q1	$4.62M	Sell	110,496 -5,728	-5%	-$246K	0.39%	70
2018 Q4	$4.34M	Sell	116,224 -4,095	-3%	-$174K	0.42%	64
2018 Q3	$5.6M	Sell	120,319 -3,258	-3%	-$159K	0.46%	51
2018 Q2	$5.83M	Sell	123,577 -6,975	-5%	-$341K	0.51%	50
2018 Q1	$6.25M	Sell	130,552 -8,947	-6%	-$445K	0.55%	44
2017 Q4	$6.6M	Sell	139,499 -3,338	-2%	-$154K	0.6%	37
2017 Q3	$6.44M	Sell	142,837 -4,170	-3%	-$179K	0.62%	38
2017 Q2	$6.4M	Sell	147,007 -12,161	-8%	-$517K	0.63%	37
2017 Q1	$6.84M	Buy	159,168 +2,162	+1%	+$95.2K	0.68%	35
2016 Q4	$6.83M	Sell	157,006 -2,780	-2%	-$107K	0.71%	37
2016 Q3	$5.33M	Sell	159,786 -1,350	-0.8%	-$43.9K	0.57%	44
2016 Q2	$4.92M	Sell	161,136 -37,025	-19%	-$1.17M	0.56%	45
2016 Q1	$6.02M	Sell	198,161 -185	-0.1%	-$5.49K	0.69%	33
2015 Q4	$6.71M	Buy	198,346 +6,745	+4%	+$235K	0.78%	29
2015 Q3	$6.37M	Buy	191,601 +19,910	+12%	+$695K	0.78%	28
2015 Q2	$6.22M	Buy	171,691 +26,040	+18%	+$911K	0.71%	36
2015 Q1	$4.88M	Buy	145,651 +2,705	+2%	+$88K	0.57%	47
2014 Q4	$4.8M	Sell	142,946 -3,291	-2%	-$107K	0.58%	50
2014 Q3	$4.67M	Sell	146,237 -3,916	-3%	-$127K	0.57%	50
2014 Q2	$5.02M	Sell	150,153 -1,195	-0.8%	-$39K	0.63%	47
2014 Q1	$5.15M	Buy	151,348 +8,450	+6%	+$279K	0.79%	35
2013 Q4	$4.74M	Sell	142,898 -922	-0.6%	-$29.3K	0.67%	42
2013 Q3	$4.32M	Buy	143,820 +4,046	+3%	+$124K	0.64%	47
2013 Q2	$4.01M	Buy	+139,774	New	+$3.82M	0.63%	50

Other funds holding KBE

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

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

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

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Kapitalo Investimentos Sao Paulo, Brazil $531M AUM 25.72% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Sandy Spring Bank reduced its State Street SPDR S&P Bank ETF (KBE) stake by 0.67% in Q1 2025, selling an estimated $18.3K and leaving 48,631 shares worth $2.58M. The position accounts for 0.11% of the portfolio, ranked #156.

Sandy Spring Bank first reported a position in KBE in Q2 2013 and has held it in 48 quarters since. The position peaked at $6.84M in Q1 2017. 242 funds tracked by Wall St. Rank hold KBE as of Q1 2025.

Sandy Spring Bank held 48,631 shares of State Street SPDR S&P Bank ETF worth $2.58M as of Q1 2025.
Sandy Spring Bank sold 326 State Street SPDR S&P Bank ETF shares in Q1 2025, an estimated $18.3K.
State Street SPDR S&P Bank ETF made up 0.11% of Sandy Spring Bank's portfolio in Q1 2025, its #156 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P Bank ETF in Q2 2013 and has held it in 48 quarters since.
Sandy Spring Bank's State Street SPDR S&P Bank ETF position peaked at $6.84M in Q1 2017.
242 funds tracked by Wall St. Rank held State Street SPDR S&P Bank ETF as of Q1 2025.

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