Sandy Spring Bank’s State Street SPDR US Large Cap Low Volatility Index ETF LGLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$2.87K	Hold	16	–	–	﹤0.01%	1005
2024 Q4	$2.71K	Hold	16	–	–	﹤0.01%	1034
2024 Q3	$2.76K	Hold	16	–	–	﹤0.01%	1007
2024 Q2	$2.48K	Hold	16	–	–	﹤0.01%	1075
2024 Q1	$2.51K	Hold	16	–	–	﹤0.01%	1025
2023 Q4	$2.33K	Buy	+16	New	+$2.21K	﹤0.01%	1002

Other funds holding LGLV

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

GKWIM

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

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 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

Dorval Corp Maple Grove, Minnesota $347M AUM 9.29% 1-Year Est. Return

IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return

Integrity Alliance Urbandale, Iowa $3.2B AUM 23.28% 1-Year Est. Return

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

Sandy Spring Bank held its State Street SPDR US Large Cap Low Volatility Index ETF (LGLV) position steady in Q1 2025 at 16 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #1005.

Sandy Spring Bank first reported a position in LGLV in Q4 2023 and has held it in 6 quarters since. 173 funds tracked by Wall St. Rank hold LGLV as of Q1 2025.

Sandy Spring Bank held 16 shares of State Street SPDR US Large Cap Low Volatility Index ETF worth $2.87K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR US Large Cap Low Volatility Index ETF share count unchanged in Q1 2025.
State Street SPDR US Large Cap Low Volatility Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #1005 holding.
Sandy Spring Bank first reported a position in State Street SPDR US Large Cap Low Volatility Index ETF in Q4 2023 and has held it in 6 quarters since.
173 funds tracked by Wall St. Rank held State Street SPDR US Large Cap Low Volatility Index ETF as of Q1 2025.

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