Sandy Spring Bank’s State Street SPDR S&P Kensho New Economies Composite ETF KOMP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$71.7K	Hold	1,543	–	–	﹤0.01%	513
2024 Q4	$78.4K	Sell	1,543 -45	-3%	-$2.32K	﹤0.01%	498
2024 Q3	$78.3K	Sell	1,588 -353	-18%	-$16.7K	﹤0.01%	507
2024 Q2	$89.4K	Hold	1,941	–	–	﹤0.01%	469
2024 Q1	$93.3K	Buy	1,941 +961	+98%	+$43.8K	﹤0.01%	474
2023 Q4	$45.8K	Hold	980	–	–	﹤0.01%	582
2023 Q3	$38.8K	Hold	980	–	–	﹤0.01%	584
2023 Q2	$43.7K	Hold	980	–	–	﹤0.01%	569
2023 Q1	$41.8K	Hold	980	–	–	﹤0.01%	559
2022 Q4	$38.6K	Hold	980	–	–	﹤0.01%	573
2022 Q3	$38K	Buy	980 +627	+178%	+$27.3K	﹤0.01%	554
2022 Q2	$14K	Sell	353 -101	-22%	-$4.54K	﹤0.01%	764
2022 Q1	$24K	Buy	+454	New	+$23.6K	﹤0.01%	677

Other funds holding KOMP

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

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

Strategic Advocates Logan, Utah $22.6M AUM 26.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

PCIA

Prime Capital Investment Advisors Overland Park, Kansas $8.65B AUM 19.52% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Sandy Spring Bank held its State Street SPDR S&P Kensho New Economies Composite ETF (KOMP) position steady in Q1 2025 at 1,543 shares worth $71.7K. The position accounts for ﹤0.01% of the portfolio, ranked #513.

Sandy Spring Bank first reported a position in KOMP in Q1 2022 and has held it in 13 quarters since. The position peaked at $93.3K in Q1 2024. 121 funds tracked by Wall St. Rank hold KOMP as of Q1 2025.

Sandy Spring Bank held 1,543 shares of State Street SPDR S&P Kensho New Economies Composite ETF worth $71.7K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR S&P Kensho New Economies Composite ETF share count unchanged in Q1 2025.
State Street SPDR S&P Kensho New Economies Composite ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #513 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P Kensho New Economies Composite ETF in Q1 2022 and has held it in 13 quarters since.
Sandy Spring Bank's State Street SPDR S&P Kensho New Economies Composite ETF position peaked at $93.3K in Q1 2024.
121 funds tracked by Wall St. Rank held State Street SPDR S&P Kensho New Economies Composite ETF as of Q1 2025.

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