Sandy Spring Bank’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$24.1K	Hold	661	–	–	﹤0.01%	701
2024 Q4	$22.6K	Hold	661	–	–	﹤0.01%	727
2024 Q3	$24.8K	Hold	661	–	–	﹤0.01%	716
2024 Q2	$23.2K	Hold	661	–	–	﹤0.01%	731
2024 Q1	$23.7K	Buy	+661	New	+$22.7K	﹤0.01%	713
2023 Q3	–	Sell	-177	Closed	-$5.76K	–	1256
2023 Q2	$5.76K	Buy	+177	New	+$5.78K	﹤0.01%	936

Other funds holding SPDW

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

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

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

Sandy Spring Bank held its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) position steady in Q1 2025 at 661 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #701.

Sandy Spring Bank first reported a position in SPDW in Q2 2023 and has held it in 6 quarters since. The position peaked at $24.8K in Q3 2024. 990 funds tracked by Wall St. Rank hold SPDW as of Q1 2025.

Sandy Spring Bank held 661 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $24.1K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR Portfolio Developed World ex-US ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio Developed World ex-US ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #701 holding.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q2 2023 and has held it in 6 quarters since.
Sandy Spring Bank's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $24.8K in Q3 2024.
990 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q1 2025.

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