Sandy Spring Bank
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Sandy Spring Bank’s Overlay Shares Core Bond ETF OVB Stock Holding History

Sandy Spring Bank’s Portfolio OVB Stock Details OVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$539K Sell
26,296
-1
-0% -$20 0.02% 269
2024
Q4 		$532K Buy
26,297
+6,066
+30% +$126K 0.02% 280
2024
Q3 		$436K Buy
20,231
+81
+0.4% +$1.71K 0.02% 298
2024
Q2 		$417K Buy
20,150
+38
+0.2% +$774 0.02% 294
2024
Q1 		$420K Sell
20,112
-154
-0.8% -$3.18K 0.02% 296
2023
Q4 		$417K Buy
20,266
+767
+4% +$15.1K 0.02% 286
2023
Q3 		$383K Sell
19,499
-2,495
-11% -$50.5K 0.02% 279
2023
Q2 		$456K Sell
21,994
-640
-3% -$13.3K 0.02% 265
2023
Q1 		$477K Buy
22,634
+258
+1% +$5.36K 0.03% 259
2022
Q4 		$454K Sell
22,376
-26,030
-54% -$530K 0.03% 261
2022
Q3 		$978K Buy
48,406
+1,042
+2% +$22.6K 0.06% 199
2022
Q2 		$1.04M Sell
47,364
-2,106
-4% -$47K 0.06% 200
2022
Q1 		$1.18M Buy
49,470
+3,752
+8% +$91.2K 0.06% 196
2021
Q4 		$1.17M Buy
45,718
+18,790
+70% +$486K 0.06% 202
2021
Q3 		$700K Buy
+26,928
New +$709K 0.04% 234

Other funds holding OVB

Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Brinker Capital Investments
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Orion Portfolio Solutions
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

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

Sandy Spring Bank reduced its Overlay Shares Core Bond ETF (OVB) stake by 0% in Q1 2025, selling an estimated $20 and leaving 26,296 shares worth $539K. The position accounts for 0.02% of the portfolio, ranked #269.

Sandy Spring Bank first reported a position in OVB in Q3 2021 and has held it in 15 quarters since. The position peaked at $1.18M in Q1 2022. 13 funds tracked by Wall St. Rank hold OVB as of Q1 2025.

  • Sandy Spring Bank held 26,296 shares of Overlay Shares Core Bond ETF worth $539K as of Q1 2025.
  • Sandy Spring Bank sold 1 Overlay Shares Core Bond ETF share in Q1 2025, an estimated $20.
  • Overlay Shares Core Bond ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #269 holding.
  • Sandy Spring Bank first reported a position in Overlay Shares Core Bond ETF in Q3 2021 and has held it in 15 quarters since.
  • Sandy Spring Bank's Overlay Shares Core Bond ETF position peaked at $1.18M in Q1 2022.
  • 13 funds tracked by Wall St. Rank held Overlay Shares Core Bond ETF as of Q1 2025.

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