Sandy Spring Bank’s State Street SPDR Portfolio Mortgage Backed Bond 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 $49.2B AUM 14.31% 1-Year Est. Return

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Advisory Alpha Holland, Michigan $3.66B AUM 14.99% 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 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. 223 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 ETF worth $38.5K as of Q1 2025.
Sandy Spring Bank left its State Street SPDR Portfolio Mortgage Backed Bond ETF share count unchanged in Q1 2025.
State Street SPDR Portfolio Mortgage Backed Bond 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 ETF in Q2 2022 and has held it in 12 quarters since.
Sandy Spring Bank's State Street SPDR Portfolio Mortgage Backed Bond ETF position peaked at $158K in Q3 2022.
223 funds tracked by Wall St. Rank held State Street SPDR Portfolio Mortgage Backed Bond ETF as of Q1 2025.

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