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Sandy Spring Bank’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Sandy Spring Bank’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$47.6K Sell
1,167
-56
-5% -$2.47K ﹤0.01% 586
2024
Q4 		$55K Buy
1,223
+3
+0.2% +$140 ﹤0.01% 559
2024
Q3 		$55.5K Buy
1,220
+2
+0.2% +$88 ﹤0.01% 571
2024
Q2 		$50.6K Buy
1,218
+98
+9% +$4.08K ﹤0.01% 583
2024
Q1 		$48.2K Buy
1,120
+78
+7% +$3.22K ﹤0.01% 581
2023
Q4 		$43.9K Buy
1,042
+19
+2% +$716 ﹤0.01% 586
2023
Q3 		$37.8K Buy
1,023
+57
+6% +$2.22K ﹤0.01% 592
2023
Q2 		$37.5K Buy
+966
New +$35.9K ﹤0.01% 598
2022
Q3 		– Sell
-1,068
Closed -$38K – 1178
2022
Q2 		$38K Hold
1,068
– – ﹤0.01% 568
2022
Q1 		$45K Hold
1,068
– – ﹤0.01% 562
2021
Q4 		$48K Buy
+1,068
New +$47.5K ﹤0.01% 576

Other funds holding SPSM

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Sandy Spring Bank reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 4.6% in Q1 2025, selling an estimated $2.47K and leaving 1,167 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Sandy Spring Bank first reported a position in SPSM in Q4 2021 and has held it in 11 quarters since. The position peaked at $55.5K in Q3 2024. 891 funds tracked by Wall St. Rank hold SPSM as of Q1 2025.

  • Sandy Spring Bank held 1,167 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $47.6K as of Q1 2025.
  • Sandy Spring Bank sold 56 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2025, an estimated $2.47K.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up ﹤0.01% of Sandy Spring Bank's portfolio in Q1 2025, its #586 holding.
  • Sandy Spring Bank first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q4 2021 and has held it in 11 quarters since.
  • Sandy Spring Bank's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $55.5K in Q3 2024.
  • 891 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2025.

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