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Sandy Spring Bank’s Overlay Shares Short Term Bond ETF OVT Stock Holding History

Sandy Spring Bank’s Portfolio OVT Stock Details OVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$172K Hold
7,814
– – 0.01% 383
2024
Q4 		$172K Buy
7,814
+134
+2% +$2.99K 0.01% 392
2024
Q3 		$175K Buy
7,680
+69
+0.9% +$1.54K 0.01% 394
2024
Q2 		$169K Buy
7,611
+70
+0.9% +$1.53K 0.01% 387
2024
Q1 		$168K Sell
7,541
-3,310
-31% -$72.7K 0.01% 389
2023
Q4 		$236K Buy
10,851
+1,144
+12% +$24.3K 0.01% 343
2023
Q3 		$205K Buy
9,707
+81
+0.8% +$1.74K 0.01% 339
2023
Q2 		$209K Sell
9,626
-1,019
-10% -$22K 0.01% 345
2023
Q1 		$231K Buy
10,645
+84
+0.8% +$1.8K 0.01% 324
2022
Q4 		$224K Buy
10,561
+78
+0.7% +$1.66K 0.01% 321
2022
Q3 		$220K Buy
10,483
+69
+0.7% +$1.52K 0.01% 319
2022
Q2 		$231K Buy
10,414
+61
+0.6% +$1.37K 0.01% 315
2022
Q1 		$242K Buy
+10,353
New +$245K 0.01% 315

Other funds holding OVT

AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWA
BlueChip Wealth Advisors Milton, Georgia $264M AUM 19.8% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Sandy Spring Bank held its Overlay Shares Short Term Bond ETF (OVT) position steady in Q1 2025 at 7,814 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #383.

Sandy Spring Bank first reported a position in OVT in Q1 2022 and has held it in 13 quarters since. The position peaked at $242K in Q1 2022. 11 funds tracked by Wall St. Rank hold OVT as of Q1 2025.

  • Sandy Spring Bank held 7,814 shares of Overlay Shares Short Term Bond ETF worth $172K as of Q1 2025.
  • Sandy Spring Bank left its Overlay Shares Short Term Bond ETF share count unchanged in Q1 2025.
  • Overlay Shares Short Term Bond ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #383 holding.
  • Sandy Spring Bank first reported a position in Overlay Shares Short Term Bond ETF in Q1 2022 and has held it in 13 quarters since.
  • Sandy Spring Bank's Overlay Shares Short Term Bond ETF position peaked at $242K in Q1 2022.
  • 11 funds tracked by Wall St. Rank held Overlay Shares Short Term Bond ETF as of Q1 2025.

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