Sandy Spring Bank’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.44M	Hold	9,207	–	–	0.06%	192
2024 Q4	$1.43M	Hold	9,207	–	–	0.06%	193
2024 Q3	$1.45M	Hold	9,207	–	–	0.06%	196
2024 Q2	$1.36M	Hold	9,207	–	–	0.06%	194
2024 Q1	$1.34M	Hold	9,207	–	–	0.06%	194
2023 Q4	$1.22M	Buy	+9,207	New	+$1.15M	0.06%	197

Other funds holding QUS

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

TWM

Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return

SWA

SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

MYIA

Mount Yale Investment Advisors Denver, Colorado $4.31B AUM 21.13% 1-Year Est. Return

PIA

Perennial Investment Advisors Los Angeles, California $1.26B AUM 22.26% 1-Year Est. Return

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

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

Sandy Spring Bank held its State Street SPDR MSCI USA StrategicFactors ETF (QUS) position steady in Q1 2025 at 9,207 shares worth $1.44M. The position accounts for 0.06% of the portfolio, ranked #192.

Sandy Spring Bank first reported a position in QUS in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2024. 163 funds tracked by Wall St. Rank hold QUS as of Q1 2025.

Sandy Spring Bank held 9,207 shares of State Street SPDR MSCI USA StrategicFactors ETF worth $1.44M as of Q1 2025.
Sandy Spring Bank left its State Street SPDR MSCI USA StrategicFactors ETF share count unchanged in Q1 2025.
State Street SPDR MSCI USA StrategicFactors ETF made up 0.06% of Sandy Spring Bank's portfolio in Q1 2025, its #192 holding.
Sandy Spring Bank first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q4 2023 and has held it in 6 quarters since.
Sandy Spring Bank's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $1.45M in Q3 2024.
163 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q1 2025.

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