Sandy Spring Bank’s Invesco S&P 500 GARP ETF SPGP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$37.6K	Sell	376 -750	-67%	-$79K	﹤0.01%	628
2024 Q4	$118K	Buy	1,126 +607	+117%	+$65.4K	﹤0.01%	432
2024 Q3	$54.3K	Hold	519	–	–	﹤0.01%	574
2024 Q2	$53.3K	Buy	519 +43	+9%	+$4.43K	﹤0.01%	572
2024 Q1	$50.7K	Buy	+476	New	+$47.3K	﹤0.01%	572
2023 Q2	–	Sell	-350	Closed	-$29.9K	–	1266
2023 Q1	$29.9K	Hold	350	–	–	﹤0.01%	628
2022 Q4	$28.9K	Sell	350 -100	-22%	-$8.24K	﹤0.01%	626
2022 Q3	$34K	Hold	450	–	–	﹤0.01%	575
2022 Q2	$36K	Hold	450	–	–	﹤0.01%	582
2022 Q1	$41K	Sell	450 -350	-44%	-$31.7K	﹤0.01%	577
2021 Q4	$78K	Hold	800	–	–	﹤0.01%	486
2021 Q3	$70K	Hold	800	–	–	﹤0.01%	494
2021 Q2	$70K	Buy	+800	New	+$68.5K	﹤0.01%	497

Other funds holding SPGP

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

HFS

Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return

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

Sandy Spring Bank reduced its Invesco S&P 500 GARP ETF (SPGP) stake by 67% in Q1 2025, selling an estimated $79K and leaving 376 shares worth $37.6K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Sandy Spring Bank first reported a position in SPGP in Q2 2021 and has held it in 13 quarters since. The position peaked at $118K in Q4 2024. 317 funds tracked by Wall St. Rank hold SPGP as of Q1 2025.

Sandy Spring Bank held 376 shares of Invesco S&P 500 GARP ETF worth $37.6K as of Q1 2025.
Sandy Spring Bank sold 750 Invesco S&P 500 GARP ETF shares in Q1 2025, an estimated $79K.
Invesco S&P 500 GARP ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #628 holding.
Sandy Spring Bank first reported a position in Invesco S&P 500 GARP ETF in Q2 2021 and has held it in 13 quarters since.
Sandy Spring Bank's Invesco S&P 500 GARP ETF position peaked at $118K in Q4 2024.
317 funds tracked by Wall St. Rank held Invesco S&P 500 GARP ETF as of Q1 2025.

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