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Sandy Spring Bank’s Global X Defense Tech ETF SHLD Stock Holding History

Sandy Spring Bank’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-75
Closed -$2.81K – 1294
2024
Q4 		$2.81K Hold
75
– – ﹤0.01% 1030
2024
Q3 		$2.79K Buy
+75
New +$2.67K ﹤0.01% 1006

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HC
Henshaw Capital Woburn, Massachusetts $2.7B AUM 29.67% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Sandy Spring Bank sold out of Global X Defense Tech ETF (SHLD) in Q1 2025, closing a stake of 75 shares — an estimated $2.81K sold.

Sandy Spring Bank first reported a position in SHLD in Q3 2024 and held it in 2 quarters. The position peaked at $2.81K in Q4 2024. 136 funds tracked by Wall St. Rank hold SHLD as of Q1 2025.

  • Sandy Spring Bank reported no remaining Global X Defense Tech ETF position as of Q1 2025 after selling out during the quarter.
  • Sandy Spring Bank sold 75 Global X Defense Tech ETF shares in Q1 2025, an estimated $2.81K.
  • Sandy Spring Bank first reported a position in Global X Defense Tech ETF in Q3 2024 and held it in 2 quarters.
  • Sandy Spring Bank's Global X Defense Tech ETF position peaked at $2.81K in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Global X Defense Tech ETF as of Q1 2025.

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