Sandy Spring Bank’s ALPS Sector Dividend Dogs ETF SDOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,064	Closed	-$106K	–	1261
2023 Q1	$106K	Buy	+2,064	New	+$109K	0.01%	426
2020 Q4	–	Sell	-1,000	Closed	-$38K	–	1037
2020 Q3	$38K	Sell	1,000 -1,000	-50%	-$38.1K	﹤0.01%	505
2020 Q2	$73K	Sell	2,000 -700	-26%	-$24.5K	0.01%	397
2020 Q1	$85K	Sell	2,700 -500	-16%	-$20.8K	0.01%	362
2019 Q4	$150K	Hold	3,200	–	–	0.01%	320
2019 Q3	$140K	Hold	3,200	–	–	0.01%	329
2019 Q2	$139K	Hold	3,200	–	–	0.01%	327
2019 Q1	$137K	Hold	3,200	–	–	0.01%	324
2018 Q4	$125K	Buy	+3,200	New	+$138K	0.01%	326
2018 Q3	–	Sell	-1,025	Closed	-$46K	–	804
2018 Q2	$46K	Sell	1,025 -899	-47%	-$40K	﹤0.01%	474
2018 Q1	$84K	Buy	+1,924	New	+$88.6K	0.01%	397

Other funds holding SDOG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

DSCM

Del-Sette Capital Management Schenectady, New York $171M AUM 36.85% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Sandy Spring Bank's SDOG Position: Q2 2023 in Review

Sandy Spring Bank sold out of ALPS Sector Dividend Dogs ETF (SDOG) in Q2 2023, closing a stake of 2,064 shares — an estimated $106K sold.

Sandy Spring Bank first reported a position in SDOG in Q1 2018 and held it in 11 quarters. The position peaked at $150K in Q4 2019. 139 funds tracked by Wall St. Rank hold SDOG as of Q2 2023.

Sandy Spring Bank reported no remaining ALPS Sector Dividend Dogs ETF position as of Q2 2023 after selling out during the quarter.
Sandy Spring Bank sold 2,064 ALPS Sector Dividend Dogs ETF shares in Q2 2023, an estimated $106K.
Sandy Spring Bank first reported a position in ALPS Sector Dividend Dogs ETF in Q1 2018 and held it in 11 quarters.
Sandy Spring Bank's ALPS Sector Dividend Dogs ETF position peaked at $150K in Q4 2019.
139 funds tracked by Wall St. Rank held ALPS Sector Dividend Dogs ETF as of Q2 2023.

Based on Sandy Spring Bank's 13F filing for Q2 2023, filed 4 Aug 2023.