Sandy Spring Bank
PWRD icon

Sandy Spring Bank’s TCW Transform Systems ETF PWRD Stock Holding History

Sandy Spring Bank’s Portfolio PWRD Stock Details PWRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$209K Hold
3,000
– – 0.01% 358
2024
Q4 		$218K Buy
+3,000
New +$226K 0.01% 367

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Unique Wealth
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Envestnet Asset Management
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Centerline Wealth Advisors
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Albion Financial Group
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Sandy Spring Bank's PWRD Position: Q1 2025 in Review

Sandy Spring Bank held its TCW Transform Systems ETF (PWRD) position steady in Q1 2025 at 3,000 shares worth $209K. The position accounts for 0.01% of the portfolio, ranked #358.

Sandy Spring Bank first reported a position in PWRD in Q4 2024 and has held it in 2 quarters since. The position peaked at $218K in Q4 2024. 52 funds tracked by Wall St. Rank hold PWRD as of Q1 2025.

  • Sandy Spring Bank held 3,000 shares of TCW Transform Systems ETF worth $209K as of Q1 2025.
  • Sandy Spring Bank left its TCW Transform Systems ETF share count unchanged in Q1 2025.
  • TCW Transform Systems ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #358 holding.
  • Sandy Spring Bank first reported a position in TCW Transform Systems ETF in Q4 2024 and has held it in 2 quarters since.
  • Sandy Spring Bank's TCW Transform Systems ETF position peaked at $218K in Q4 2024.
  • 52 funds tracked by Wall St. Rank held TCW Transform Systems ETF as of Q1 2025.

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