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Sandy Spring Bank’s Invesco S&P 500 High Dividend Low Volatility ETF SPHD Stock Holding History

Sandy Spring Bank’s Portfolio SPHD Stock Details SPHD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-358
Closed -$15.9K – 1301
2024
Q2 		$15.9K Buy
+358
New +$15.8K ﹤0.01% 801
2022
Q1 		– Sell
-175
Closed -$8K – 1213
2021
Q4 		$8K Hold
175
– – ﹤0.01% 953
2021
Q3 		$7K Buy
+175
New +$7.66K ﹤0.01% 933

Other funds holding SPHD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sandy Spring Bank's SPHD Position: Q3 2024 in Review

Sandy Spring Bank sold out of Invesco S&P 500 High Dividend Low Volatility ETF (SPHD) in Q3 2024, closing a stake of 358 shares — an estimated $15.9K sold.

Sandy Spring Bank first reported a position in SPHD in Q3 2021 and held it in 3 quarters. The position peaked at $15.9K in Q2 2024. 337 funds tracked by Wall St. Rank hold SPHD as of Q3 2024.

  • Sandy Spring Bank reported no remaining Invesco S&P 500 High Dividend Low Volatility ETF position as of Q3 2024 after selling out during the quarter.
  • Sandy Spring Bank sold 358 Invesco S&P 500 High Dividend Low Volatility ETF shares in Q3 2024, an estimated $15.9K.
  • Sandy Spring Bank first reported a position in Invesco S&P 500 High Dividend Low Volatility ETF in Q3 2021 and held it in 3 quarters.
  • Sandy Spring Bank's Invesco S&P 500 High Dividend Low Volatility ETF position peaked at $15.9K in Q2 2024.
  • 337 funds tracked by Wall St. Rank held Invesco S&P 500 High Dividend Low Volatility ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.