Sandy Spring Bank’s State Street SPDR Portfolio Emerging Markets ETF SPEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-538	Closed	-$18.5K	–	1257
2023 Q2	$18.5K	Buy	+538	New	+$18.4K	﹤0.01%	731
2022 Q1	–	Sell	-3,240	Closed	-$134K	–	1212
2021 Q4	$134K	Hold	3,240	–	–	0.01%	393
2021 Q3	$138K	Hold	3,240	–	–	0.01%	374
2021 Q2	$147K	Hold	3,240	–	–	0.01%	368
2021 Q1	$142K	Hold	3,240	–	–	0.01%	352
2020 Q4	$137K	Hold	3,240	–	–	0.01%	346
2020 Q3	$118K	Hold	3,240	–	–	0.01%	348
2020 Q2	$108K	Hold	3,240	–	–	0.01%	355
2020 Q1	$92K	Buy	+3,240	New	+$111K	0.01%	353

Other funds holding SPEM

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

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

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

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sandy Spring Bank's SPEM Position: Q3 2023 in Review

Sandy Spring Bank sold out of State Street SPDR Portfolio Emerging Markets ETF (SPEM) in Q3 2023, closing a stake of 538 shares — an estimated $18.5K sold.

Sandy Spring Bank first reported a position in SPEM in Q1 2020 and held it in 9 quarters. The position peaked at $147K in Q2 2021. 626 funds tracked by Wall St. Rank hold SPEM as of Q3 2023.

Sandy Spring Bank reported no remaining State Street SPDR Portfolio Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 538 State Street SPDR Portfolio Emerging Markets ETF shares in Q3 2023, an estimated $18.5K.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Emerging Markets ETF in Q1 2020 and held it in 9 quarters.
Sandy Spring Bank's State Street SPDR Portfolio Emerging Markets ETF position peaked at $147K in Q2 2021.
626 funds tracked by Wall St. Rank held State Street SPDR Portfolio Emerging Markets ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.