Sandy Spring Bank’s State Street SPDR S&P 600 Small Cap Value ETF SLYV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$174K	Buy	2,219 +10	+0.5%	+$848	0.01%	381
2024 Q4	$193K	Buy	2,209 +17	+0.8%	+$1.52K	0.01%	376
2024 Q3	$190K	Buy	2,192 +12	+0.6%	+$1K	0.01%	384
2024 Q2	$171K	Buy	2,180 +14	+0.6%	+$1.11K	0.01%	386
2024 Q1	$180K	Buy	2,166 +9	+0.4%	+$722	0.01%	380
2023 Q4	$180K	Sell	2,157 -104	-5%	-$7.69K	0.01%	371
2023 Q3	$164K	Buy	2,261 +12	+0.5%	+$927	0.01%	365
2023 Q2	$174K	Buy	2,249 +12	+0.5%	+$893	0.01%	362
2023 Q1	$170K	Buy	2,237 +9	+0.4%	+$715	0.01%	360
2022 Q4	$165K	Buy	2,228 +9	+0.4%	+$675	0.01%	360
2022 Q3	$149K	Buy	2,219 +11	+0.5%	+$827	0.01%	356
2022 Q2	$160K	Sell	2,208 -220	-9%	-$17.2K	0.01%	347
2022 Q1	$202K	Buy	2,428 +2,078	+594%	+$172K	0.01%	333
2021 Q4	$30K	Hold	350	–	–	﹤0.01%	679
2021 Q3	$29K	Hold	350	–	–	﹤0.01%	684
2021 Q2	$30K	Sell	350 -238	-40%	-$20.3K	﹤0.01%	692
2021 Q1	$48K	Buy	+588	New	+$45.3K	﹤0.01%	519
2015 Q4	–	Sell	-760	Closed	-$36K	–	980
2015 Q3	$36K	Hold	760	–	–	﹤0.01%	477
2015 Q2	$40K	Hold	760	–	–	﹤0.01%	481
2015 Q1	$41K	Buy	+760	New	+$39.8K	﹤0.01%	484

Other funds holding SLYV

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

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

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

GIM

Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

NorthRock Partners Minneapolis, Minnesota $6.2B AUM 15.8% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

Sandy Spring Bank increased its State Street SPDR S&P 600 Small Cap Value ETF (SLYV) stake by 0.45% in Q1 2025, buying an estimated $848 and bringing the position to 2,219 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #381.

Sandy Spring Bank first reported a position in SLYV in Q1 2015 and has held it in 20 quarters since. The position peaked at $202K in Q1 2022. 551 funds tracked by Wall St. Rank hold SLYV as of Q1 2025.

Sandy Spring Bank held 2,219 shares of State Street SPDR S&P 600 Small Cap Value ETF worth $174K as of Q1 2025.
Sandy Spring Bank bought 10 State Street SPDR S&P 600 Small Cap Value ETF shares in Q1 2025, an estimated $848.
State Street SPDR S&P 600 Small Cap Value ETF made up 0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #381 holding.
Sandy Spring Bank first reported a position in State Street SPDR S&P 600 Small Cap Value ETF in Q1 2015 and has held it in 20 quarters since.
Sandy Spring Bank's State Street SPDR S&P 600 Small Cap Value ETF position peaked at $202K in Q1 2022.
551 funds tracked by Wall St. Rank held State Street SPDR S&P 600 Small Cap Value ETF as of Q1 2025.

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