Sandy Spring Bank’s Global X US Infrastructure Development ETF PAVE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$22.7K	Hold	600	–	–	﹤0.01%	714
2024 Q4	$24.3K	Sell	600 -207	-26%	-$8.87K	﹤0.01%	714
2024 Q3	$33.2K	Hold	807	–	–	﹤0.01%	668
2024 Q2	$29.9K	Buy	807 +400	+98%	+$15.3K	﹤0.01%	683
2024 Q1	$16.2K	Hold	407	–	–	﹤0.01%	774
2023 Q4	$14K	Hold	407	–	–	﹤0.01%	769
2023 Q3	$12.4K	Sell	407 -313	-43%	-$9.88K	﹤0.01%	784
2023 Q2	$22.6K	Buy	720 +313	+77%	+$8.88K	﹤0.01%	694
2023 Q1	$11.5K	Hold	407	–	–	﹤0.01%	795
2022 Q4	$10.8K	Hold	407	–	–	﹤0.01%	807
2022 Q3	$9K	Hold	407	–	–	﹤0.01%	831
2022 Q2	$9K	Hold	407	–	–	﹤0.01%	853
2022 Q1	$12K	Buy	407 +207	+104%	+$5.63K	﹤0.01%	822
2021 Q4	$6K	Hold	200	–	–	﹤0.01%	995
2021 Q3	$5K	Buy	+200	New	+$5.27K	﹤0.01%	975

Other funds holding PAVE

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

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

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return

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

Sandy Spring Bank held its Global X US Infrastructure Development ETF (PAVE) position steady in Q1 2025 at 600 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #714.

Sandy Spring Bank first reported a position in PAVE in Q3 2021 and has held it in 15 quarters since. The position peaked at $33.2K in Q3 2024. 582 funds tracked by Wall St. Rank hold PAVE as of Q1 2025.

Sandy Spring Bank held 600 shares of Global X US Infrastructure Development ETF worth $22.7K as of Q1 2025.
Sandy Spring Bank left its Global X US Infrastructure Development ETF share count unchanged in Q1 2025.
Global X US Infrastructure Development ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #714 holding.
Sandy Spring Bank first reported a position in Global X US Infrastructure Development ETF in Q3 2021 and has held it in 15 quarters since.
Sandy Spring Bank's Global X US Infrastructure Development ETF position peaked at $33.2K in Q3 2024.
582 funds tracked by Wall St. Rank held Global X US Infrastructure Development ETF as of Q1 2025.

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