Sandy Spring Bank’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-80	Closed	-$2.26K	–	1259
2023 Q2	$2.26K	Buy	+80	New	+$2.3K	﹤0.01%	1055
2022 Q4	–	Sell	-166	Closed	-$5K	–	1208
2022 Q3	$5K	Buy	+166	New	+$4.86K	﹤0.01%	936
2021 Q3	–	Sell	-3,138	Closed	-$102K	–	1181
2021 Q2	$102K	Hold	3,138	–	–	0.01%	425
2021 Q1	$101K	Hold	3,138	–	–	0.01%	400
2020 Q4	$104K	Hold	3,138	–	–	0.01%	384
2020 Q3	$104K	Hold	3,138	–	–	0.01%	366
2020 Q2	$104K	Buy	+3,138	New	+$104K	0.01%	360

Other funds holding SPTI

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

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

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sandy Spring Bank's SPTI Position: Q3 2023 in Review

Sandy Spring Bank sold out of State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) in Q3 2023, closing a stake of 80 shares — an estimated $2.26K sold.

Sandy Spring Bank first reported a position in SPTI in Q2 2020 and held it in 7 quarters. The position peaked at $104K in Q4 2020. 266 funds tracked by Wall St. Rank hold SPTI as of Q3 2023.

Sandy Spring Bank reported no remaining State Street SPDR Portfolio Intermediate Term Treasury ETF position as of Q3 2023 after selling out during the quarter.
Sandy Spring Bank sold 80 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q3 2023, an estimated $2.26K.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q2 2020 and held it in 7 quarters.
Sandy Spring Bank's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $104K in Q4 2020.
266 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q3 2023.

Based on Sandy Spring Bank's 13F filing for Q3 2023, filed 30 Oct 2023.