Sandy Spring Bank’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-19,737	Closed	-$791K	–	1182
2021 Q2	$791K	Buy	19,737 +194	+1%	+$7.89K	0.04%	225
2021 Q1	$752K	Buy	19,543 +327	+2%	+$11.9K	0.04%	217
2020 Q4	$633K	Buy	19,216 +353	+2%	+$10.9K	0.04%	226
2020 Q3	$517K	Buy	18,863 +186	+1%	+$5.26K	0.04%	226
2020 Q2	$520K	Buy	18,677 +246	+1%	+$6.72K	0.04%	227
2020 Q1	$453K	Buy	+18,431	New	+$642K	0.04%	224

Other funds holding SPYD

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

PFS Investments Duluth, Georgia $6.12B AUM 12.74% 1-Year Est. Return

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

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

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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Sandy Spring Bank's SPYD Position: Q3 2021 in Review

Sandy Spring Bank sold out of State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) in Q3 2021, closing a stake of 19,737 shares — an estimated $791K sold.

Sandy Spring Bank first reported a position in SPYD in Q1 2020 and held it in 6 quarters. The position peaked at $791K in Q2 2021. 285 funds tracked by Wall St. Rank hold SPYD as of Q3 2021.

Sandy Spring Bank reported no remaining State Street SPDR Portfolio S&P 500 High Dividend ETF position as of Q3 2021 after selling out during the quarter.
Sandy Spring Bank sold 19,737 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q3 2021, an estimated $791K.
Sandy Spring Bank first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q1 2020 and held it in 6 quarters.
Sandy Spring Bank's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $791K in Q2 2021.
285 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q3 2021.

Based on Sandy Spring Bank's 13F filing for Q3 2021, filed 5 Nov 2021.