Sandy Spring Bank’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$6.34K	Hold	123	–	–	﹤0.01%	917
2024 Q4	$6.93K	Hold	123	–	–	﹤0.01%	925
2024 Q3	$7.03K	Hold	123	–	–	﹤0.01%	915
2024 Q2	$6.79K	Hold	123	–	–	﹤0.01%	939
2024 Q1	$7.22K	Hold	123	–	–	﹤0.01%	906
2023 Q4	$7.06K	Hold	123	–	–	﹤0.01%	873
2023 Q3	$6.2K	Hold	123	–	–	﹤0.01%	897
2023 Q2	$7.21K	Hold	123	–	–	﹤0.01%	904
2023 Q1	$6.74K	Hold	123	–	–	﹤0.01%	891
2022 Q4	$5.71K	Hold	123	–	–	﹤0.01%	908
2022 Q3	$5K	Hold	123	–	–	﹤0.01%	934
2022 Q2	$6K	Hold	123	–	–	﹤0.01%	928
2022 Q1	$7K	Hold	123	–	–	﹤0.01%	922
2021 Q4	$9K	Hold	123	–	–	﹤0.01%	928
2021 Q3	$8K	Hold	123	–	–	﹤0.01%	912
2021 Q2	$8K	Hold	123	–	–	﹤0.01%	925
2021 Q1	$8K	Hold	123	–	–	﹤0.01%	829
2020 Q4	$7K	Buy	+123	New	+$6.66K	﹤0.01%	800

Other funds holding ROBO

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

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

Fountainhead AM Warren, New Jersey $111M AUM 16.78% 1-Year Est. Return

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

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

Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return

BFO

Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Sandy Spring Bank held its ROBO Global Robotics & Automation Index ETF (ROBO) position steady in Q1 2025 at 123 shares worth $6.34K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Sandy Spring Bank first reported a position in ROBO in Q4 2020 and has held it in 18 quarters since. The position peaked at $9K in Q4 2021. 210 funds tracked by Wall St. Rank hold ROBO as of Q1 2025.

Sandy Spring Bank held 123 shares of ROBO Global Robotics & Automation Index ETF worth $6.34K as of Q1 2025.
Sandy Spring Bank left its ROBO Global Robotics & Automation Index ETF share count unchanged in Q1 2025.
ROBO Global Robotics & Automation Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #917 holding.
Sandy Spring Bank first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2020 and has held it in 18 quarters since.
Sandy Spring Bank's ROBO Global Robotics & Automation Index ETF position peaked at $9K in Q4 2021.
210 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q1 2025.

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