Sandy Spring Bank’s State Street SPDR Portfolio Long Term Treasury ETF SPTL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3	Closed	-$82	–	1303
2024 Q2	$82	Buy	+3	New	+$81	﹤0.01%	1247
2023 Q3	–	Sell	-28	Closed	-$838	–	1260
2023 Q2	$838	Buy	+28	New	+$846	﹤0.01%	1128
2022 Q4	–	Sell	-74	Closed	-$2K	–	1209
2022 Q3	$2K	Buy	+74	New	+$2.4K	﹤0.01%	1057

Other funds holding SPTL

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

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

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Sandy Spring Bank's SPTL Position: Q3 2024 in Review

Sandy Spring Bank sold out of State Street SPDR Portfolio Long Term Treasury ETF (SPTL) in Q3 2024, closing a stake of 3 shares — an estimated $82 sold.

Sandy Spring Bank first reported a position in SPTL in Q3 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 437 funds tracked by Wall St. Rank hold SPTL as of Q3 2024.

Sandy Spring Bank reported no remaining State Street SPDR Portfolio Long Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
Sandy Spring Bank sold 3 State Street SPDR Portfolio Long Term Treasury ETF shares in Q3 2024, an estimated $82.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio Long Term Treasury ETF in Q3 2022 and held it in 3 quarters.
Sandy Spring Bank's State Street SPDR Portfolio Long Term Treasury ETF position peaked at $2K in Q3 2022.
437 funds tracked by Wall St. Rank held State Street SPDR Portfolio Long Term Treasury ETF as of Q3 2024.

Based on Sandy Spring Bank's 13F filing for Q3 2024, filed 25 Oct 2024.