Sandy Spring Bank’s State Street SPDR Portfolio Mortgage Backed Bond Index ETF SPMB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$38.5K	Hold	1,744	–	–	﹤0.01%	625
2024 Q4	$37.6K	Hold	1,744	–	–	﹤0.01%	636
2024 Q3	$39.3K	Hold	1,744	–	–	﹤0.01%	632
2024 Q2	$37.6K	Hold	1,744	–	–	﹤0.01%	645
2024 Q1	$37.9K	Hold	1,744	–	–	﹤0.01%	633
2023 Q4	$38.5K	Hold	1,744	–	–	﹤0.01%	609
2023 Q3	$36.3K	Hold	1,744	–	–	﹤0.01%	601
2023 Q2	$38.2K	Hold	1,744	–	–	﹤0.01%	593
2023 Q1	$38.7K	Sell	1,744 -2,700	-61%	-$59.7K	﹤0.01%	578
2022 Q4	$96.4K	Sell	4,444 -2,937	-40%	-$63.4K	0.01%	431
2022 Q3	$158K	Buy	7,381 +5,637	+323%	+$128K	0.01%	348
2022 Q2	$40K	Buy	+1,744	New	+$40.2K	﹤0.01%	554

Other funds holding SPMB

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.27% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TownSquare Capital Provo, Utah $544M AUM 40.38% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11.1B AUM 12.46% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Sandy Spring Bank held its State Street SPDR Portfolio Mortgage Backed Bond Index ETF (SPMB) position steady in Q1 2025 at 1,744 shares worth $38.5K. The position accounts for ﹤0.01% of the portfolio, ranked #625.

Sandy Spring Bank first reported a position in SPMB in Q2 2022 and has held it in 12 quarters since. The position peaked at $158K in Q3 2022. 226 funds tracked by Wall St. Rank hold SPMB as of Q1 2025.

Sandy Spring Bank held 1,744 shares of State Street SPDR Portfolio Mortgage Backed Bond Index ETF worth $38.5K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR Portfolio Mortgage Backed Bond Index ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio Mortgage Backed Bond Index ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #625 holding.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Mortgage Backed Bond Index ETF in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's State Street SPDR Portfolio Mortgage Backed Bond Index ETF position peaked at $158K in Q3 2022.
226 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond Index ETF as of Q1 2025.

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