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Sandy Spring Bank’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Sandy Spring Bank’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$1M Buy
12,455
+100
+0.8% +$8.73K 0.04% 226
2024
Q4 		$1.09M Hold
12,355
– – 0.04% 225
2024
Q3 		$1.02M Hold
12,355
– – 0.04% 226
2024
Q2 		$990K Sell
12,355
-20
-0.2% -$1.49K 0.04% 227
2024
Q1 		$905K Buy
12,375
+20
+0.2% +$1.39K 0.04% 233
2023
Q4 		$804K Buy
+12,355
New +$762K 0.04% 242

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EH
Equitable Holdings New York $15.5B AUM 19.09% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

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

Sandy Spring Bank increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 0.81% in Q1 2025, buying an estimated $8.73K and bringing the position to 12,455 shares worth $1M. The position accounts for 0.04% of the portfolio, ranked #226.

Sandy Spring Bank first reported a position in SPYG in Q4 2023 and has held it in 6 quarters since. The position peaked at $1.09M in Q4 2024. 1,101 funds tracked by Wall St. Rank hold SPYG as of Q1 2025.

  • Sandy Spring Bank held 12,455 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $1M as of Q1 2025.
  • Sandy Spring Bank bought 100 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2025, an estimated $8.73K.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 0.04% of Sandy Spring Bank's portfolio in Q1 2025, its #226 holding.
  • Sandy Spring Bank first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q4 2023 and has held it in 6 quarters since.
  • Sandy Spring Bank's State Street SPDR Portfolio S&P 500 Growth ETF position peaked at $1.09M in Q4 2024.
  • 1,101 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2025.

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