Sandy Spring Bank’s ProShares S&P MidCap 400 Dividend Aristocrats ETF REGL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$81.1K	Hold	1,005	–	–	﹤0.01%	484
2024 Q4	$81.1K	Hold	1,005	–	–	﹤0.01%	495
2024 Q3	$82.2K	Hold	1,005	–	–	﹤0.01%	496
2024 Q2	$74K	Hold	1,005	–	–	﹤0.01%	509
2024 Q1	$79K	Hold	1,005	–	–	﹤0.01%	502
2023 Q4	$73.9K	Sell	1,005 -376	-27%	-$25.7K	﹤0.01%	490
2023 Q3	$92.2K	Buy	1,381 +376	+37%	+$26.3K	0.01%	446
2023 Q2	$70.6K	Hold	1,005	–	–	﹤0.01%	479
2023 Q1	$71.1K	Hold	1,005	–	–	﹤0.01%	478
2022 Q4	$71.9K	Buy	+1,005	New	+$71.1K	﹤0.01%	467

Other funds holding REGL

CCM

Coldstream Capital Management Bellevue, Washington $8.12B AUM 17.95% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Sandy Spring Bank held its ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) position steady in Q1 2025 at 1,005 shares worth $81.1K. The position accounts for ﹤0.01% of the portfolio, ranked #484.

Sandy Spring Bank first reported a position in REGL in Q4 2022 and has held it in 10 quarters since. The position peaked at $92.2K in Q3 2023. 215 funds tracked by Wall St. Rank hold REGL as of Q1 2025.

Sandy Spring Bank held 1,005 shares of ProShares S&P MidCap 400 Dividend Aristocrats ETF worth $81.1K as of Q1 2025.
Sandy Spring Bank left its ProShares S&P MidCap 400 Dividend Aristocrats ETF share count unchanged in Q1 2025.
ProShares S&P MidCap 400 Dividend Aristocrats ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #484 holding.
Sandy Spring Bank first reported a position in ProShares S&P MidCap 400 Dividend Aristocrats ETF in Q4 2022 and has held it in 10 quarters since.
Sandy Spring Bank's ProShares S&P MidCap 400 Dividend Aristocrats ETF position peaked at $92.2K in Q3 2023.
215 funds tracked by Wall St. Rank held ProShares S&P MidCap 400 Dividend Aristocrats ETF as of Q1 2025.

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