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Sandy Spring Bank’s Invesco S&P 500 Quality ETF SPHQ Stock Holding History

Sandy Spring Bank’s Portfolio SPHQ Stock Details SPHQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$8.56K Hold
129
– – ﹤0.01% 873
2024
Q4 		$8.65K Hold
129
– – ﹤0.01% 883
2024
Q3 		$8.68K Hold
129
– – ﹤0.01% 881
2024
Q2 		$8.2K Hold
129
– – ﹤0.01% 902
2024
Q1 		$7.79K Buy
+129
New +$7.39K ﹤0.01% 893

Other funds holding SPHQ

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Sandy Spring Bank held its Invesco S&P 500 Quality ETF (SPHQ) position steady in Q1 2025 at 129 shares worth $8.56K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

Sandy Spring Bank first reported a position in SPHQ in Q1 2024 and has held it in 5 quarters since. The position peaked at $8.68K in Q3 2024. 623 funds tracked by Wall St. Rank hold SPHQ as of Q1 2025.

  • Sandy Spring Bank held 129 shares of Invesco S&P 500 Quality ETF worth $8.56K as of Q1 2025.
  • Sandy Spring Bank left its Invesco S&P 500 Quality ETF share count unchanged in Q1 2025.
  • Invesco S&P 500 Quality ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #873 holding.
  • Sandy Spring Bank first reported a position in Invesco S&P 500 Quality ETF in Q1 2024 and has held it in 5 quarters since.
  • Sandy Spring Bank's Invesco S&P 500 Quality ETF position peaked at $8.68K in Q3 2024.
  • 623 funds tracked by Wall St. Rank held Invesco S&P 500 Quality ETF as of Q1 2025.

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