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Sandy Spring Bank’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

Sandy Spring Bank’s Portfolio SPMD Stock Details SPMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$358K Buy
6,993
+1,132
+19% +$61.7K 0.02% 313
2024
Q4 		$321K Sell
5,861
-229
-4% -$12.9K 0.01% 324
2024
Q3 		$333K Buy
6,090
+295
+5% +$15.6K 0.01% 327
2024
Q2 		$297K Buy
5,795
+569
+11% +$29.4K 0.01% 331
2024
Q1 		$279K Buy
5,226
+295
+6% +$14.7K 0.01% 336
2023
Q4 		$240K Buy
4,931
+254
+5% +$11.3K 0.01% 342
2023
Q3 		$205K Buy
4,677
+861
+23% +$39.6K 0.01% 341
2023
Q2 		$175K Buy
3,816
+1,027
+37% +$44.9K 0.01% 360
2023
Q1 		$123K Sell
2,789
-319
-10% -$14.3K 0.01% 402
2022
Q4 		$132K Buy
3,108
+528
+20% +$22.4K 0.01% 384
2022
Q3 		$99K Buy
2,580
+480
+23% +$20.4K 0.01% 414
2022
Q2 		$83K Buy
2,100
+515
+32% +$22.3K 0.01% 438
2022
Q1 		$75K Buy
1,585
+760
+92% +$35.5K ﹤0.01% 465
2021
Q4 		$41K Buy
+825
New +$40.3K ﹤0.01% 616

Other funds holding SPMD

Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
AG
AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.26B AUM 7.02% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
HP
Hancock Prospecting West Perth, Australia $3.33B AUM 65.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Sandy Spring Bank increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 19% in Q1 2025, buying an estimated $61.7K and bringing the position to 6,993 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #313.

Sandy Spring Bank first reported a position in SPMD in Q4 2021 and has held it in 14 quarters since. 677 funds tracked by Wall St. Rank hold SPMD as of Q1 2025.

  • Sandy Spring Bank held 6,993 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $358K as of Q1 2025.
  • Sandy Spring Bank bought 1,132 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2025, an estimated $61.7K.
  • State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.02% of Sandy Spring Bank's portfolio in Q1 2025, its #313 holding.
  • Sandy Spring Bank first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q4 2021 and has held it in 14 quarters since.
  • 677 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2025.

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