Sandy Spring Bank’s State Street SPDR Portfolio Intermediate Term Corporate Bond ETF SPIB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$33K	Buy	+992	New	+$32.7K	﹤0.01%	653
2024 Q4	–	Sell	-185	Closed	-$6.24K	–	1280
2024 Q3	$6.24K	Sell	185 -1,519	-89%	-$50.5K	﹤0.01%	932
2024 Q2	$55.5K	Buy	1,704 +1,535	+908%	+$49.7K	﹤0.01%	566
2024 Q1	$5.53K	Buy	+169	New	+$5.51K	﹤0.01%	950
2023 Q4	–	Sell	-698	Closed	-$22K	–	1223
2023 Q3	$22K	Buy	698 +80	+13%	+$2.55K	﹤0.01%	696
2023 Q2	$19.8K	Buy	618 +540	+692%	+$17.4K	﹤0.01%	717
2023 Q1	$2.53K	Hold	78	–	–	﹤0.01%	1008
2022 Q4	$2.48K	Hold	78	–	–	﹤0.01%	1003
2022 Q3	$2K	Buy	78 +13	+20%	+$424	﹤0.01%	1055
2022 Q2	$2K	Sell	65 -29	-31%	-$959	﹤0.01%	1059
2022 Q1	$3K	Hold	94	–	–	﹤0.01%	1035
2021 Q4	$3K	Buy	94 +29	+45%	+$1.05K	﹤0.01%	1105
2021 Q3	$2K	Sell	65 -735	-92%	-$27K	﹤0.01%	1077
2021 Q2	$29K	Buy	+800	New	+$29.2K	﹤0.01%	699
2020 Q1	–	Sell	-161	Closed	-$6K	–	943
2019 Q4	$6K	Buy	+161	New	+$5.67K	﹤0.01%	765

Other funds holding SPIB

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WMN

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

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

Sandy Spring Bank opened a new position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) in Q1 2025: 992 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #653 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in SPIB as recently as Q3 2024.

Sandy Spring Bank first reported a position in SPIB in Q4 2019 and has held it in 15 quarters since. The position peaked at $55.5K in Q2 2024. 559 funds tracked by Wall St. Rank hold SPIB as of Q1 2025.

Sandy Spring Bank held 992 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $33K as of Q1 2025.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF was a new Sandy Spring Bank position in Q1 2025.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #653 holding.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2019 and has held it in 15 quarters since.
Sandy Spring Bank's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $55.5K in Q2 2024.
559 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2025.

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