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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-218	Closed	-$6.39K	–	1224
2023 Q3	$6.39K	Buy	+218	New	+$6.4K	﹤0.01%	894
2023 Q2	–	Sell	-1,533	Closed	-$45.4K	–	1267
2023 Q1	$45.4K	Buy	+1,533	New	+$45.2K	﹤0.01%	547
2022 Q2	–	Sell	-176	Closed	-$5K	–	1172
2022 Q1	$5K	Hold	176	–	–	﹤0.01%	977
2021 Q4	$5K	Hold	176	–	–	﹤0.01%	1032
2021 Q3	$6K	Hold	176	–	–	﹤0.01%	953
2021 Q2	$6K	Hold	176	–	–	﹤0.01%	968
2021 Q1	$6K	Hold	176	–	–	﹤0.01%	861
2020 Q4	$6K	Hold	176	–	–	﹤0.01%	815
2020 Q3	$6K	Hold	176	–	–	﹤0.01%	739
2020 Q2	$6K	Hold	176	–	–	﹤0.01%	753
2020 Q1	$5K	Hold	176	–	–	﹤0.01%	763
2019 Q4	$5K	Hold	176	–	–	﹤0.01%	774
2019 Q3	$5K	Buy	+176	New	+$5.42K	﹤0.01%	788
2016 Q2	–	Sell	-350	Closed	-$11K	–	939
2016 Q1	$11K	Hold	350	–	–	﹤0.01%	655
2015 Q4	$11K	Hold	350	–	–	﹤0.01%	638
2015 Q3	$11K	Hold	350	–	–	﹤0.01%	635
2015 Q2	$11K	Hold	350	–	–	﹤0.01%	685
2015 Q1	$11K	Hold	350	–	–	﹤0.01%	665
2014 Q4	$11K	Buy	+350	New	+$10.7K	﹤0.01%	611

Other funds holding SPSB

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Sandy Spring Bank's SPSB Position: Q4 2023 in Review

Sandy Spring Bank sold out of State Street SPDR Portfolio Short Term Corporate Bond ETF (SPSB) in Q4 2023, closing a stake of 218 shares — an estimated $6.39K sold.

Sandy Spring Bank first reported a position in SPSB in Q4 2014 and held it in 19 quarters. The position peaked at $45.4K in Q1 2023. 555 funds tracked by Wall St. Rank hold SPSB as of Q4 2023.

Sandy Spring Bank reported no remaining State Street SPDR Portfolio Short Term Corporate Bond ETF position as of Q4 2023 after selling out during the quarter.
Sandy Spring Bank sold 218 State Street SPDR Portfolio Short Term Corporate Bond ETF shares in Q4 2023, an estimated $6.39K.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Short Term Corporate Bond ETF in Q4 2014 and held it in 19 quarters.
Sandy Spring Bank's State Street SPDR Portfolio Short Term Corporate Bond ETF position peaked at $45.4K in Q1 2023.
555 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Corporate Bond ETF as of Q4 2023.

Based on Sandy Spring Bank's 13F filing for Q4 2023, filed 26 Jan 2024.