Sandy Spring Bank’s State Street SPDR Dow Jones REIT ETF RWR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$9.81K	Hold	99	–	–	﹤0.01%	846
2024 Q4	$9.79K	Hold	99	–	–	﹤0.01%	859
2024 Q3	$10.6K	Hold	99	–	–	﹤0.01%	853
2024 Q2	$9.22K	Hold	99	–	–	﹤0.01%	888
2024 Q1	$9.33K	Hold	99	–	–	﹤0.01%	859
2023 Q4	$9.44K	Hold	99	–	–	﹤0.01%	826
2023 Q3	$8.21K	Hold	99	–	–	﹤0.01%	849
2023 Q2	$8.95K	Hold	99	–	–	﹤0.01%	860
2023 Q1	$8.79K	Hold	99	–	–	﹤0.01%	847
2022 Q4	$8.63K	Hold	99	–	–	﹤0.01%	843
2022 Q3	$8K	Sell	99 -175	-64%	-$17.1K	﹤0.01%	853
2022 Q2	$26K	Buy	274 +99	+57%	+$10.5K	﹤0.01%	648
2022 Q1	$21K	Hold	175	–	–	﹤0.01%	702
2021 Q4	$21K	Buy	+175	New	+$20.2K	﹤0.01%	760
2017 Q3	–	Sell	-1,350	Closed	-$126K	–	842
2017 Q2	$126K	Buy	+1,350	New	+$126K	0.01%	336
2015 Q3	–	Sell	-18	Closed	-$2K	–	1003
2015 Q2	$2K	Hold	18	–	–	﹤0.01%	908
2015 Q1	$2K	Hold	18	–	–	﹤0.01%	847
2014 Q4	$2K	Buy	+18	New	+$1.58K	﹤0.01%	771

Other funds holding RWR

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MSA

Mason Street Advisors Milwaukee, Wisconsin $1.02B AUM 8.35% 1-Year Est. Return

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

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

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

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

Sandy Spring Bank held its State Street SPDR Dow Jones REIT ETF (RWR) position steady in Q1 2025 at 99 shares worth $9.81K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Sandy Spring Bank first reported a position in RWR in Q4 2014 and has held it in 18 quarters since. The position peaked at $126K in Q2 2017. 250 funds tracked by Wall St. Rank hold RWR as of Q1 2025.

Sandy Spring Bank held 99 shares of State Street SPDR Dow Jones REIT ETF worth $9.81K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR Dow Jones REIT ETF share count unchanged in Q1 2025.
State Street SPDR Dow Jones REIT ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #846 holding.
Sandy Spring Bank first reported a position in State Street SPDR Dow Jones REIT ETF in Q4 2014 and has held it in 18 quarters since.
Sandy Spring Bank's State Street SPDR Dow Jones REIT ETF position peaked at $126K in Q2 2017.
250 funds tracked by Wall St. Rank held State Street SPDR Dow Jones REIT ETF as of Q1 2025.

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