Sandy Spring Bank’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$44.5K	Buy	+1,686	New	+$43.5K	﹤0.01%	596
2024 Q1	–	Sell	-91	Closed	-$2.33K	–	1292
2023 Q4	$2.33K	Hold	91	–	–	﹤0.01%	1004
2023 Q3	$2.26K	Hold	91	–	–	﹤0.01%	1017
2023 Q2	$2.35K	Hold	91	–	–	﹤0.01%	1050
2023 Q1	$2.43K	Hold	91	–	–	﹤0.01%	1013
2022 Q4	$2.34K	Hold	91	–	–	﹤0.01%	1006
2022 Q3	$2K	Buy	+91	New	+$2.49K	﹤0.01%	1054
2021 Q4	–	Sell	-1,110	Closed	-$35K	–	1259
2021 Q3	$35K	Buy	+1,110	New	+$34.9K	﹤0.01%	640

Other funds holding SPIP

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

3AM

3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return

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

PFA

Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

CFS

Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

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

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

Sandy Spring Bank opened a new position in State Street SPDR Portfolio TIPS ETF (SPIP) in Q1 2025: 1,686 shares worth $44.5K. The stake represents ﹤0.01% of the portfolio and ranks #596 among its holdings. This is a return to the name: Sandy Spring Bank previously reported a position in SPIP as recently as Q4 2023.

Sandy Spring Bank first reported a position in SPIP in Q3 2021 and has held it in 8 quarters since. 218 funds tracked by Wall St. Rank hold SPIP as of Q1 2025.

Sandy Spring Bank held 1,686 shares of State Street SPDR Portfolio TIPS ETF worth $44.5K as of Q1 2025.
State Street SPDR Portfolio TIPS ETF was a new Sandy Spring Bank position in Q1 2025.
State Street SPDR Portfolio TIPS ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #596 holding.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio TIPS ETF in Q3 2021 and has held it in 8 quarters since.
218 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2025.

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