SSB
PWRD

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

Other funds holding PWRD

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return
UW
Unique Wealth Clearwater, Florida $858M AUM 20.52% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CWA
Centerline Wealth Advisors Louisville, Kentucky $319M AUM 22.67% 1-Year Est. Return
AFG
Albion Financial Group Salt Lake City, Utah $1.73B AUM 20.99% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

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.